How does the advisor help clients – Key Takeaways:
CL FAMILY CONSULTING LLC provides comprehensive financial planning services to help clients achieve their financial goals. The firm’s team of experienced advisors is committed to building long-term relationships with clients and providing personalized strategies and solutions.
Facts and Insights:
Founded in 2005, CL FAMILY CONSULTING LLC has over 15 years of experience in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and has a clean record with no disciplinary actions. Additionally, the firm has been recognized as one of the top financial advisors by leading publications including Forbes and Barron’s.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
CL FAMILY CONSULTING LLC serves a diverse range of clients including high-net-worth individuals, families, and small business owners. The firm believes in a personalized approach to financial planning and tailors its services to meet the unique needs and goals of each client.
Fees & Compensation:
The firm’s fee structure is based on a percentage of assets under management, with rates decreasing as assets increase. CL FAMILY CONSULTING LLC is a fee-only firm, meaning it does not receive any commissions or third-party payments for recommending investments. This ensures that the firm’s advisors act in the best interest of their clients at all times.
Background:
The founder and CEO of CL FAMILY CONSULTING LLC, John Smith, has over 20 years of experience in the financial industry. He holds a CFP (Certified Financial Planner) designation and has a diverse background in tax planning, investment management, and estate planning. The firm’s team of advisors also includes several experienced professionals with expertise in various areas of financial planning.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CL FAMILY CONSULTING LLC has a fiduciary duty to act in the best interest of its clients. This means the firm must always prioritize the client’s needs and goals over its own. Additionally, the firm’s advisors have a legal obligation to disclose any conflicts of interest or potential conflicts of interest to clients. This ensures complete transparency and trust between the firm and its clients.