How does CONSOLIDATED ASSET MANAGEMENT, LTD. Help Clients – Key Takeaways:
CONSOLIDATED ASSET MANAGEMENT, LTD. provides expert financial advice and services to its clients, helping them achieve their financial goals. Through their team of experienced advisors and comprehensive range of financial services, the firm offers personalized solutions to meet the unique needs of each client.
Facts and Insights
CONSOLIDATED ASSET MANAGEMENT, LTD. was founded in 1998 and has been in the financial services industry for over 20 years. The firm has consistently maintained their commitment to providing top-notch financial guidance and support to their clients, leading to a strong track record of success.
The table below provides publicly available numbers for the firm’s Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50 | 20+ years |
Financial Services Offered
CONSOLIDATED ASSET MANAGEMENT, LTD. offers a diverse range of financial services to cater to the varying needs of their clients. These services include investment management, financial planning, retirement planning, tax planning and preparation, estate planning, risk management, and more.
Client Types
The firm serves a wide range of clients, including individuals, families, businesses, and institutions. Their client base consists of professionals, high net worth individuals, retirees, and small business owners, among others.
Fees & Compensation
The firm’s fees are based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with that of their clients, as their compensation is directly tied to the performance of the client’s portfolio. CONSOLIDATED ASSET MANAGEMENT, LTD. believes in transparency and works with their clients to make sure they understand all fees and charges associated with their services.
Background
CONSOLIDATED ASSET MANAGEMENT, LTD. is a Registered Investment Advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). The firm takes pride in its strong ethical standards and strict adherence to regulatory requirements. They also value client confidentiality and maintain the highest level of security and privacy.
Financial Advisor Disclosures to Know
As a financial expert, CONSOLIDATED ASSET MANAGEMENT, LTD. is required to disclose any potential conflicts of interest or disciplinary actions. However, there have been no disciplinary actions taken against the firm or its advisors in the past 10 years. The firm’s advisors also have a clean record, free of any serious disclosures.