How does the advisor help clients – Key Takeaways:
CO PLANNING GROUP LLC is a financial planning firm that prides itself on providing expert financial advice to its clients. With a team of experienced and knowledgeable advisors, they aim to help individuals and businesses achieve their financial goals through personalized and strategic planning.
By understanding their clients’ needs, CO PLANNING GROUP LLC offers a variety of financial services and caters to different types of clients. With transparent fees and compensation, they strive to build trust and long-term relationships with their clients. Below are some key takeaways on how CO PLANNING GROUP LLC can help their clients:
- Expert financial advice from a team of experienced advisors.
- Personalized and strategic planning to help achieve financial goals.
- A variety of financial services offered to cater to different needs.
- Transparent fees and compensation to build trust and long-term relationships.
Facts and Insights
CO PLANNING GROUP LLC was founded in 2010 and has since grown to become a reputable financial planning firm. Their team of advisors has a combined experience of over 50 years in the financial industry. Below are some facts and insights about the firm:
- Founded in: 2010
- Number of advisors: 6
- Total years of combined experience: 50+
With a team of experienced advisors, CO PLANNING GROUP LLC is equipped to handle various financial planning needs for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $100 million | 4 |
| 2016 | $150 million | 5 |
| 2017 | $200 million | 6 |
| 2018 | $250 million | 6 |
| 2019 | $300 million | 6 |
The growth in assets under management over the years is a testament to the trust and satisfaction of CO PLANNING GROUP LLC’s clients.
Financial Services Offered
CO PLANNING GROUP LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management and insurance
- College savings planning
With these services, clients can have a comprehensive and well-rounded plan for their financial future.
Client Types
CO PLANNING GROUP LLC caters to both individuals and businesses. Their clients include:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Their diverse client base allows them to understand and address the unique financial needs of each client.
Fees & Compensation
CO PLANNING GROUP LLC believes in transparency when it comes to their fees and compensation. They do not charge commissions on products, and their compensation is solely based on the services they provide. They offer fee-only or fee and commission services, depending on the client’s preference and complexity of their financial situation.
For their investment management services, they charge an annual fee of 1% on assets under management. Other services may be charged on an hourly, flat fee, or a percentage of assets under management basis.
Background
CO PLANNING GROUP LLC was founded by a team of experienced and knowledgeable