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How does the advisor help clients – Key Takeaways:
CORUM Asset Management is a highly experienced financial advisory firm that focuses on helping clients achieve their financial goals through sound investment strategies and expert advice.
Facts and Insights:
CORUM Asset Management, founded in 1996, has quickly become one of the leading financial advisory firms in the industry. With over 20 years of experience, CORUM Asset Management has established a reputation for providing high-quality financial advice and services to a diverse range of clients. With their team of experienced financial experts, CORUM Asset Management has become a trusted partner for clients seeking to secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
CORUM Asset Management manages approximately $1.5 billion in assets and has a team of 20 highly qualified advisors. With over 20 years in business, CORUM Asset Management has built strong relationships with their clients and has a proven track record of success in managing their assets.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | Over 20 years |
Financial Services Offered:
CORUM Asset Management offers a range of financial services to their clients including investment management, financial planning, estate planning, retirement planning, and risk management. With their extensive knowledge and experience, CORUM Asset Management is able to tailor their services to meet the specific needs and goals of their clients.
Client Types:
CORUM Asset Management caters to a diverse range of clients, including individuals, families, and businesses. They are equipped to handle the complex financial needs of high-net-worth individuals as well as provide guidance for individuals and families looking to build and grow their wealth.
Fees & Compensation:
CORUM Asset Management charges a management fee based on a percentage of assets under management. The exact percentage is based on the size and complexity of the client’s portfolio. They are committed to transparent and fair fees, and always strive to provide the best value for their clients.
Background:
CORUM Asset Management was founded by a team of experienced financial professionals who wanted to create a firm that puts the clients’ best interests first. With their extensive experience and expertise, CORUM Asset Management has established itself as a trusted and reliable partner for their clients’ financial needs.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CORUM Asset Management must adhere to strict regulations and disclosure requirements. They are committed to transparency and always provide their clients with the necessary disclosures and information to make well-informed decisions about their finances.
In summary, CORUM Asset Management is a highly experienced and reputable financial advisory firm that offers a range of services to help clients achieve their financial goals. With their expertise and commitment to client satisfaction, they have become a trusted partner for individuals, families, and businesses seeking to secure their financial future.