How does the advisor help clients – Key Takeaways:
The CORDGRASS ADVISORS, LLC is a financial advisory firm that helps clients achieve their financial goals. Their team of experts takes a personalized approach towards providing financial advice and creating custom solutions for each client. With a wide range of services and a client-focused approach, CORDGRASS ADVISORS, LLC strives to help clients reach their financial milestones.
Facts and Insights
Here are some important facts and insights about CORDGRASS ADVISORS, LLC:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 5 years |
Financial Services Offered
CORDGRASS ADVISORS, LLC offers a wide range of financial services to their clients. Their services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types
The team at CORDGRASS ADVISORS, LLC works with a diverse range of clients including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Retirees
Fees & Compensation
CORDGRASS ADVISORS, LLC is a fee-only financial advisory firm. This means that they do not earn commissions for selling financial products. Instead, they charge a fee based on a percentage of the client’s assets under management. This means that their interests are aligned with the clients’ as they only make money when the clients’ portfolios perform well.
Background
The team at CORDGRASS ADVISORS, LLC consists of experienced financial experts who have a deep understanding of the financial industry. They have a combined experience of over 30 years and have helped numerous clients achieve their financial goals. The firm is committed to staying up-to-date with the latest financial trends and developments to provide the best possible advice and solutions to their clients.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. Here are some important disclosures to know about CORDGRASS ADVISORS, LLC:
- The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The advisors at the firm may earn commissions for selling insurance products, but this is not their main source of income.
- The firm discloses all potential conflicts of interest and works to minimize them as much as possible.