About COLLECTIVE FAMILY OFFICE, LLC
COLLECTIVE FAMILY OFFICE, LLC is a leading financial services firm that provides expert guidance and support to its diverse clientele. With years of experience in the industry, the team at COLLECTIVE FAMILY OFFICE, LLC has established a reputation for delivering personalized and comprehensive financial solutions to individuals and families.
How does the advisor help clients – Key Takeaways:
- Expert guidance and support in financial matters
- Personalized and holistic financial solutions
- Years of experience in the industry
Facts and Insights
Let’s take a look at some facts and insights about COLLECTIVE FAMILY OFFICE, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
COLLECTIVE FAMILY OFFICE, LLC offers a wide range of financial services to help its clients achieve their financial goals. Some of the services provided by the firm include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
COLLECTIVE FAMILY OFFICE, LLC serves a diverse clientele with varying financial needs. Some of the client types that the firm works with include:
- High-net-worth individuals
- Young professionals
- Retirees
- Small business owners
- Family offices
Fees & Compensation
COLLECTIVE FAMILY OFFICE, LLC operates as a fee-only advisor, meaning they do not receive commissions or incentives for recommending certain products or services. Instead, they charge a percentage of assets under management, ensuring that their interests align with those of their clients. The firm is committed to providing transparent and fair fee structures that are tailored to the specific needs of each client.
Background
COLLECTIVE FAMILY OFFICE, LLC was founded by a team of seasoned financial experts who shared a common goal – to provide comprehensive and personalized financial solutions to their clients. With a client-centric approach and a commitment to excellence, the firm has grown to become a trusted and reputable name in the industry.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential disclosures. Here are some key disclosures to know about COLLECTIVE FAMILY OFFICE, LLC:
- The firm has no legal or disciplinary actions or proceedings on their record.
- No employees of the firm are registered as a broker or an investment advisor.
- The firm does not engage in any principal trading activities.
In conclusion, COLLECTIVE FAMILY OFFICE, LLC is a reliable and experienced financial services firm that provides top-notch guidance and support to their clients. With a wide range of services and a commitment to transparency, the firm continues to be a top choice for individuals and families looking to secure their financial future.