How does the advisor help clients – Key Takeaways:
Courter Financial, LLC is a financial consulting firm that specializes in providing expert advice to individuals and organizations on various financial matters. Their team of experienced advisors offers personalized services to help clients achieve their financial goals.
Some key takeaways about how Courter Financial, LLC helps their clients are:
- Provides expert financial advice to individuals and organizations
- Offers personalized services tailored to clients’ specific needs
- Helps clients achieve their financial goals
Facts and Insights
Courter Financial, LLC has been in business for over 10 years, serving clients in various industries and backgrounds. Their team of advisors has a combined experience of over 30 years in the financial sector. The company prides itself on staying up-to-date with the latest market trends and economic insights to provide clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $50 million | 5 |
| 2018 | $100 million | 10 |
Financial Services Offered
Courter Financial, LLC offers a wide range of financial services to individuals and organizations including:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
The advisors at Courter Financial, LLC work with various types of clients including:
- Individuals
- Small business owners
- Corporations
- Non-profit organizations
- Trusts
Fees & Compensation
Courter Financial, LLC is a fee-only firm, meaning they do not receive any commissions or incentives from third-party entities. They charge a percentage of the assets under management as their fee, which is disclosed to clients prior to engaging in any services. This fee structure ensures that the advisors’ interests are aligned with those of their clients, as they only benefit when their clients’ assets grow.
Background
Courter Financial, LLC was founded by John Courter in 2008, with a vision to provide expert financial advice to individuals and organizations. John is a certified financial planner (CFP) with over 20 years of experience in the financial industry. He leads a team of advisors who are passionate about helping clients achieve financial success.
Financial Advisor Disclosures to Know
Courter Financial, LLC follows a strict code of ethics and transparency. They provide full disclosure to their clients about any potential conflicts of interest and take necessary steps to mitigate them. The firm also adheres to all regulatory guidelines and regularly updates their clients on any changes in policies or regulations.