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How does the advisor help clients – Key Takeaways:
The primary goal of CREATE, LLC is to provide financial expertise to its clients. The firm offers a wide range of financial services to help clients reach their financial goals, and prides itself on its transparent and personalized approach.
- The firm focuses on creating customized financial plans for each client, taking into account their unique financial situation, risk tolerance, and future goals.
- CREATE, LLC offers ongoing support and guidance to clients, helping them make informed financial decisions and adjust their plans as needed.
- The firm also prioritizes education, providing clients with resources and information to help them better understand their investments and financial strategies.
Facts and Insights
As a leading financial advisory firm, CREATE, LLC has established a strong reputation in the industry. Here are some key facts and insights to know:
- Assets Under Management: The firm currently manages $2.5 billion in assets for its clients.
- Number of Advisors: With a team of 15 experienced and knowledgeable advisors, clients can expect to receive personalized and attentive service.
- Time in Business: CREATE, LLC has been in business for over 20 years, continuously growing and adapting to meet the changing needs of its clients.
Financial Services Offered
CREATE, LLC offers a comprehensive range of financial services to help clients achieve their long-term financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth transfer
- Education planning
- Insurance advice
Client Types
CREATE, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Executives
- Retirees
- Families
- Non-profit organizations
Fees & Compensation
CREATE, LLC believes in full transparency when it comes to fees and compensation. The firm operates on a fee-only model, meaning that clients only pay a percentage of their assets under management. This fee structure aligns the firm’s interests with those of its clients, and eliminates any potential conflicts of interest.
Background
CREATE, LLC was founded in 1999 by a team of experienced financial advisors with a passion for helping individuals and families achieve their financial goals. The firm has since grown to become a highly reputable and acclaimed financial advisory firm, earning recognition and awards from top industry organizations. CREATE, LLC continues to uphold its commitment to providing personalized and transparent financial services to its clients.
Financial Advisor Disclosures to Know
CREATE, LLC operates with full transparency and is committed to complying with all disclosure requirements and regulations. Here are some key disclosures to know:
- The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor.
- CREATE, LLC has a fiduciary duty to act in the best interests of its clients at all times.
- The firm may earn commissions from certain insurance products or investments, but is required to disclose these potential conflicts of interest to clients.