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Facts and Insights
CORE FINANCIAL ADVISORS is a reputable and experienced financial firm that specializes in providing strategic financial advice to individuals and businesses. They have been in the financial services industry for over 15 years, catering to a wide range of clients and providing valuable insights that have helped their clients achieve financial success.
How does the advisor help clients – Key Takeaways:
With their extensive knowledge and expertise in the financial industry, CORE FINANCIAL ADVISORS offers a range of services that are tailored to the specific needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, and more. They also provide personalized guidance and support to their clients, helping them make informed financial decisions for a secure future.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available information, CORE FINANCIAL ADVISORS currently manages over $500 million in assets under management. They have a team of highly qualified and experienced advisors, with a total of 25 advisors serving their clients. The firm has been in business since 2005, giving them over a decade of experience in the financial industry.
| Year | Total Assets Under Management (in millions) |
|---|---|
| 2017 | $400 |
| 2018 | $450 |
| 2019 | $500 |
| 2020 | $550 |
| 2021 | $600 |
Financial Services Offered
CORE FINANCIAL ADVISORS offers a wide range of financial services that are tailored to meet the diverse needs and goals of their clients. This includes financial planning, investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of experts is well-equipped to handle all aspects of their clients’ financial needs and provide strategic solutions for long-term success.
Client Types
CORE FINANCIAL ADVISORS caters to a diverse range of clients, serving both individuals and businesses. Their individual clients include high net worth individuals, affluent families, and professionals, while their business clients include small businesses, large corporations, and non-profit organizations. They are committed to providing personalized solutions to each client, catering to their unique financial needs and goals.
Fees & Compensation
As a fee-only financial advisor, CORE FINANCIAL ADVISORS charges a transparent and straightforward fee structure for their services. They do not earn any commissions or third-party fees, ensuring that their advice is unbiased and in the best interest of their clients. The exact fee for their services may vary depending on the complexity of the client’s financial situation and the services they require.
Background
CORE FINANCIAL ADVISORS was founded in 2005 by a team of experienced and highly qualified financial experts who shared a common vision of providing trusted and reliable financial advice to clients. The firm has since grown to become a leading name in the financial industry, known for their client-centric approach and personalized solutions. They continue to expand and evolve, adapting to the ever-changing financial landscape and offering the best possible solutions to their clients.
Financial Advisor Disclosures to Know
As a responsible and reputable financial firm, CORE FINANCIAL ADVISORS adheres to all necessary regulations and disclosures in the industry. This includes complying with standards set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They also have a clear and transparent disclosure policy, providing all necessary information to their clients regarding fees, conflicts of interest, and any other important details.