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About COUNSEL FIDUCIARY, LLC
Counsel Fiduciary, LLC is a trusted financial advisory firm that provides expert guidance and management services to clients seeking to secure their financial future. The firm is committed to offering unbiased and personalized financial solutions to its clients, ensuring that their best interests are always the top priority.
How does the advisor help clients – Key Takeaways:
- Offers personalized and unbiased financial solutions
- Commits to putting clients’ best interests first
- Provides expert guidance and management services
Facts and Insights
Counsel Fiduciary, LLC has been in operation for over 15 years, serving a diverse range of clients with their financial needs. The firm has a team of experienced and knowledgeable advisors who are well-equipped to handle various financial situations and provide clients with tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 15 years+ |
Financial Services Offered
Counsel Fiduciary, LLC offers a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporate clients
Fees & Compensation
Counsel Fiduciary, LLC operates on a fee-only basis, which means that the firm’s revenue is generated solely from fees paid by its clients. This ensures full transparency, as the firm does not receive commissions or bonuses from third parties. The fee structure is tailored to each client’s specific financial needs and goals, and there are no hidden fees or charges.
Background
Founded in 2005, Counsel Fiduciary, LLC has established itself as a reputable and trustworthy financial advisory firm. Its team of advisors is made up of seasoned professionals with years of experience in the financial industry. The firm is regulated by the Securities and Exchange Commission (SEC) and adheres to strict ethical and legal standards.
Financial Advisor Disclosures to Know
Counsel Fiduciary, LLC is committed to transparency and always ensures that clients are fully aware of any potential conflicts of interest. The firm’s advisors are legally obligated to disclose any relevant information regarding their compensation and fees, as well as any affiliations or relationships that may affect their recommendations.