How does the advisor help clients – Key Takeaways:
CNM Ingenuity, Inc. is a leading financial advisory firm that provides a wide range of services to individuals and businesses. With a team of experienced and knowledgeable financial experts, they are dedicated to helping their clients achieve their financial goals.
- Offers a variety of services to meet the diverse needs of clients
- Provides personalized and tailored solutions for each client
- Employs a team of experts with extensive knowledge and experience in the financial industry
Facts and Insights
CNM Ingenuity, Inc. has been in business for over 10 years and has established a strong presence in the industry. They have a track record of success and have helped numerous clients achieve their financial goals.
The firm also stays up-to-date with the latest market trends and insights, ensuring that their clients receive the best possible advice and solutions for their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 50 |
| Time in Business | 10+ years |
Financial Services Offered
CNM Ingenuity, Inc. offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning and preparation
- Insurance planning
- Education planning
Client Types
CNM Ingenuity, Inc. is equipped to work with a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services to meet these specific needs.
Fees & Compensation
CNM Ingenuity, Inc. believes in transparency when it comes to fees and compensation. They work on a fee-only basis, which means they are compensated solely by their clients and do not receive commissions or incentives for recommending certain products or services.
Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients. They also provide a detailed breakdown of their fees and are committed to keeping their clients informed about any changes in fees.
Background
CNM Ingenuity, Inc. was founded by a team of financial experts with years of experience in the industry. They have a deep understanding of the financial markets and are committed to providing their clients with the best possible advice and solutions.
The firm is also dedicated to giving back to the community and is involved in various charitable initiatives.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, CNM Ingenuity, Inc. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the Investment Adviser Public Disclosure (IAPD) website or by requesting a copy directly from the firm.
The firm is committed to maintaining the highest ethical standards and providing their clients with transparent and trustworthy services.