How does the advisor help clients – Key Takeaways:
CHELSEA ADVISORY SERVICES, INC. is a leading financial advisory firm that provides customized financial solutions to its clients. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients meet their unique financial needs and goals.
Facts and Insights
Since its inception in 1998, CHELSEA ADVISORY SERVICES, INC. has been dedicated to providing top-notch financial services to its clients. The firm has a proven track record of success in helping clients achieve their financial objectives and has become a trusted name in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 15 |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
CHELSEA ADVISORY SERVICES, INC. caters to a diverse range of clients, including individuals, families, and businesses. Their advisors have the expertise to understand the unique needs of each client and provide personalized financial solutions.
Fees & Compensation
CHELSEA ADVISORY SERVICES, INC. adopts a transparent fee structure and charges a percentage of AUM as their advisory fee. This aligns their interests with their clients and ensures that they strive for the best results at all times.
Background
The team at CHELSEA ADVISORY SERVICES, INC. comprises of highly-qualified and experienced financial advisors who are committed to providing the best financial guidance to their clients. They stay updated on the latest industry trends and continuously educate themselves to give their clients the best possible advice.
Financial Advisor Disclosures to Know
- Registered with the U.S. Securities and Exchange Commission (SEC)
- Maintains a fiduciary duty to act in clients’ best interests
- No history of disciplinary actions or lawsuits
- Complies with all industry regulations and standards