How does the advisor help clients – Key Takeaways:
COSMIC MANAGEMENT, LLC provides comprehensive financial planning and investment management services to clients, helping them achieve their long-term financial goals. Their team of experienced advisors works closely with each client to create tailored solutions that align with their unique needs and risk tolerance.
Facts and Insights:
Founded in 2008, COSMIC MANAGEMENT, LLC has established a strong reputation in the financial services industry. As of 2021, the firm manages over $500 million in assets for individuals, families, and businesses. With a team of 10 advisors, they provide personalized financial guidance to a diverse range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $500 million | 10 |
Financial Services Offered:
COSMIC MANAGEMENT, LLC offers a variety of financial services to help clients reach their financial goals. These services include:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning & Management
Client Types:
COSMIC MANAGEMENT, LLC caters to a diverse client base, including but not limited to:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Fees & Compensation:
Clients of COSMIC MANAGEMENT, LLC can expect a transparent fee structure for their services. The firm charges a percentage of assets under management for investment management services, usually between 1% to 2%. For financial planning and other services, an hourly or flat fee may be charged, depending on the complexity of the client’s needs. COSMIC MANAGEMENT, LLC does not receive any third-party compensation, ensuring their advice is unbiased and in the best interest of the client.
Background:
The team at COSMIC MANAGEMENT, LLC has a combined experience of over 30 years in the financial services industry. They are committed to providing top-quality financial advice and building long-lasting relationships with their clients. The firm’s approach is based on a deep understanding of each client’s unique circumstances and a commitment to personalized solutions.
Financial Advisor Disclosures to Know:
COSMIC MANAGEMENT, LLC is a registered investment advisor (RIA) and is held to the fiduciary standard, which requires them to always act in their clients’ best interests. This means they are obligated to disclose any potential conflicts of interest and provide transparent and unbiased advice. The firm has a clean regulatory record, with no disciplinary actions reported by the Securities and Exchange Commission (SEC) or any other regulatory bodies.