Facts and Insights
CRESCENT BAY ADVISORS, LLC is a leading financial advisory firm that specializes in providing comprehensive financial planning and investment management services to clients. With a team of highly experienced financial experts, the firm has been catering to the diverse financial needs of clients for several years. Their expertise, client-centric approach and commitment to excellence have helped the firm to earn a strong reputation in the market.
How does the advisor help clients – Key Takeaways:
The advisors at CRESCENT BAY ADVISORS, LLC provide personalized financial planning and investment management solutions to clients, based on their individual financial goals and risk tolerance. They carefully review and analyze the client’s financial situation and create a customized financial plan to help them achieve their goals. The firm also offers ongoing support and guidance to clients, helping them stay on track to reach their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
The firm offers a wide range of financial services including financial planning, investment management, retirement planning, estate planning, tax planning, and risk management. They also provide specialized services such as education planning and charitable giving strategies to meet the unique needs of their clients.
Client Types
The advisors at CRESCENT BAY ADVISORS, LLC work with a diverse range of clients, including individuals, families, entrepreneurs, and corporations. They have the expertise to cater to the financial needs of clients from all income levels and backgrounds.
Fees & Compensation
The fees for services at CRESCENT BAY ADVISORS, LLC include a combination of flat fees, hourly fees, and a percentage of assets under management. The exact fee structure is customized for each client based on their financial needs and goals.
Background
The team members at CRESCENT BAY ADVISORS, LLC have years of experience in the financial industry and hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise, combined with their commitment to ongoing education and training, allows them to stay up-to-date with the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know
As a fiduciary, CRESCENT BAY ADVISORS, LLC is legally obligated to act in the best interests of their clients at all times. They have a strict code of ethics and always disclose any potential conflicts of interest to their clients. The advisors also have a clean disclosure record with no legal or regulatory actions against them.