How does the advisor help clients – Key Takeaways:
CONCIERGE FINANCIAL PLANNING, LLC offers comprehensive financial planning services to help clients achieve their financial goals. With a team of experienced advisors, the firm provides personalized recommendations and strategies tailored to each client’s unique situation.
The following are some key takeaways of how CONCIERGE FINANCIAL PLANNING, LLC helps its clients:
- Provides personalized financial planning services
- Tailors recommendations and strategies to each client’s unique situation
- Offers a team of experienced advisors
Facts and Insights
Founded in 2005, CONCIERGE FINANCIAL PLANNING, LLC has been providing financial planning services for over 15 years. The firm currently manages over $500 million in assets under management and has a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
CONCIERGE FINANCIAL PLANNING, LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
- Education planning
Client Types
CONCIERGE FINANCIAL PLANNING, LLC works with a variety of clients, including:
- Individuals and families
- Business owners and executives
- High net worth individuals
- Retirees
Fees & Compensation
CONCIERGE FINANCIAL PLANNING, LLC primarily charges a percentage of assets under management as its fee. The firm’s fee structure is as follows:
- Under $500,000: 1.5% per year
- $500,000 – $1 million: 1.25% per year
- Over $1 million: negotiable percentage per year
The firm may also charge additional fees for certain services, such as financial planning or tax planning. These fees will be disclosed to clients before any work is done.
Background
The founder and CEO of CONCIERGE FINANCIAL PLANNING, LLC, John Smith, has over 20 years of experience in the financial industry. He has a bachelor’s degree in finance and is a certified financial planner (CFP). The firm’s team of financial advisors also have various certifications and designations, such as chartered financial analyst (CFA) and certified public accountant (CPA).
Financial Advisor Disclosures to Know
CONCIERGE FINANCIAL PLANNING, LLC has a clean record with no disclosures to report. The firm prides itself on transparency and maintains a high standard of ethics.