Facts and Insights
CONSOLIDATED FINANCIAL MANAGEMENT CORP. is a trusted and experienced financial management firm that specializes in providing comprehensive financial solutions for clients. With a team of expert advisors, they are dedicated to helping individuals, families, and businesses achieve their financial goals.
Key Takeaways:
- Provides comprehensive financial solutions for clients
- Experienced team of advisors
- Dedicated to helping individuals, families, and businesses 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+ | 20+ years |
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation:
CONSOLIDATED FINANCIAL MANAGEMENT CORP. follows a fee-only compensation structure, meaning they do not receive any commissions for selling products or recommending certain investments. This ensures that their recommendations are solely based on their clients’ best interests. The firm’s fees are based on a percentage of assets under management, providing transparency and aligning their interests with their clients’ goals.
Background:
Founded in 2000, CONSOLIDATED FINANCIAL MANAGEMENT CORP. has grown to become a leading financial management firm. They pride themselves on their personalized approach to financial planning and their commitment to helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they have a strong track record of success and a reputation for excellence.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CONSOLIDATED FINANCIAL MANAGEMENT CORP. adheres to strict regulatory guidelines and discloses all potential conflicts of interest to their clients. They have a fiduciary duty to act in their clients’ best interests, providing unbiased and objective advice. Clients can have peace of mind knowing that their financial advisor is always working in their best interest.