How does the advisor help clients – Key Takeaways:
- Provides financial expertise to clients
- Assists with investment management
- Offers personalized financial planning services
- Helps clients reach their financial goals
- Provides ongoing support and guidance
Facts and Insights
COLVER ASSET MANAGEMENT, LLC is a reputable financial advisory firm that offers personalized financial planning and investment management services. The firm has a team of highly skilled and experienced financial experts who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
The table above reflects the current assets under management, number of advisors, and time in business for COLVER ASSET MANAGEMENT, LLC. With 25 years of experience, the firm has established itself as a trusted name in the financial industry.
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- High-net-worth individuals
- Families
- Business owners
- Corporations
- Non-profit organizations
Fees & Compensation
COLVER ASSET MANAGEMENT, LLC charges a percentage of assets under management as its fee, typically ranging from 0.75% to 1.25%. The exact fee is determined based on the complexity of a client’s financial situation and the services provided. In addition to fees, the firm may also receive commissions or other compensation from products recommended to clients.
Background
COLVER ASSET MANAGEMENT, LLC was founded in 1995 to provide comprehensive financial planning and investment management services to individuals and businesses. The firm prides itself on its client-centric approach, focusing on building long-term relationships and providing personalized solutions for each client’s unique financial needs and goals.
Financial Advisor Disclosures to Know
COLVER ASSET MANAGEMENT, LLC has a clean record and has not faced any regulatory or legal issues in the past. The firm is committed to transparency and fully discloses any potential conflicts of interest to its clients. In addition, the firm has a fiduciary duty to act in the best interests of its clients at all times.