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How does the advisor help clients – Key Takeaways:
Crescent Asset Management Asia Pte Ltd offers comprehensive financial services to clients, taking a holistic approach to managing their assets and helping them achieve their financial goals.
Facts and Insights:
Founded in 2002, Crescent Asset Management Asia Pte Ltd has over 18 years of experience in the financial industry. As of 2020, the company manages over $500 million in assets under management and has a team of 15 experienced financial advisors.
| Year Established | 2002 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 15 |
Financial Services Offered
Crescent Asset Management Asia Pte Ltd provides a wide range of financial services to clients, including portfolio management, retirement planning, tax planning, risk management, and estate planning. Their team of advisors have expertise in various areas of finance, allowing them to offer comprehensive solutions to meet the individual needs of their clients.
Client Types:
Crescent Asset Management Asia Pte Ltd caters to a diverse range of clients, including individuals, families, trusts, and businesses. They offer personalized services to meet the specific goals and needs of each client, regardless of their financial situation.
Fees & Compensation
The fees and compensation structure at Crescent Asset Management Asia Pte Ltd are transparent and fair. They primarily charge a percentage of the assets under management as their management fee. This fee structure ensures that their interests are aligned with those of their clients, as they only benefit when their clients’ assets grow in value.
Background
Crescent Asset Management Asia Pte Ltd was founded by a team of experienced financial professionals who shared a common vision of providing comprehensive and personalized financial services to clients in Asia. With their deep understanding of the local financial market and global economy, they have successfully helped numerous clients achieve their financial goals over the years.
Financial Advisor Disclosures to Know
As a registered investment advisor, Crescent Asset Management Asia Pte Ltd is required to disclose any potential conflicts of interest, fees and compensation structures, and any other important information that may affect their client’s decision-making. They are committed to upholding high ethical standards and ensuring complete transparency with their clients at all times.