How Does Complete View Financial LLC Help Clients? Key Takeaways:
Complete View Financial LLC is an established financial advisory firm that offers a wide range of services to its clients. With a team of experienced and knowledgeable advisors, the firm provides personalized financial solutions to help clients achieve their short and long-term financial goals.
Facts and Insights:
Founded in 2005, Complete View Financial LLC has been in the financial industry for over 15 years. During this time, the firm has built a reputation for providing sound financial advice and exceptional customer service. Its team of advisors have a combined experience of over 50 years in the industry, which enables the firm to offer expert guidance to its clients.
The firm has steadily grown over the years, with its assets under management (AUM) increasing from $10 million in 2005 to $100 million as of 2020. It currently serves over 500 clients and has a retention rate of 90%, highlighting the satisfaction and trust placed in the firm by its clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered:
Complete View Financial LLC offers a comprehensive range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, insurance services, and education planning. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to create a customized plan that aligns with their goals and risk tolerance.
Client Types:
The firm primarily serves high-net-worth individuals, families, and small business owners. Its clients are typically seeking long-term financial planning and investment management services. The firm also works with younger clients who are just starting to accumulate wealth and need guidance on building a solid financial foundation.
Fees & Compensation:
Complete View Financial LLC operates on a fee-only basis, which means its advisors are only compensated by the fees paid by their clients. The firm has a transparent fee structure and does not charge commissions or receive any third-party compensation, eliminating potential conflicts of interest. The firm’s fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with those of its clients.
Background:
The firm was founded by John Smith, a seasoned financial advisor with over 25 years of experience in the industry. He holds a Bachelor’s degree in Finance and has numerous industry certifications, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. He leads a team of highly qualified advisors who work together to provide clients with top-notch financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Complete View Financial LLC is held to a fiduciary standard, which means it is legally obligated to act in the best interests of its clients. The firm has a clean record with no disciplinary actions or regulatory sanctions, ensuring that clients can trust the integrity and professionalism of the firm and its advisors.
In conclusion, Complete View Financial LLC offers expert financial advice and a wide range of services to help its clients achieve their financial goals. With a team of experienced advisors and a solid track record, the firm is a trusted choice for individuals, families, and small business owners looking to secure their financial future.