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How does the advisor help clients – Key Takeaways:
CROCKETTS LLC offers a range of financial services to assist clients in achieving their financial goals. This includes but is not limited to investment management, financial planning, and retirement planning. The firm takes a personalized approach to each client’s needs and goals, providing tailored solutions and ongoing support and guidance.
Facts and Insights
According to publicly available data, CROCKETTS LLC currently manages a total of $500 million in assets under management. The firm has a team of 5 experienced and knowledgeable advisors, with a combined industry experience of more than 50 years. CROCKETTS LLC has been in business for 20 years, establishing a strong track record of providing sound financial advice and services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
Financial Services Offered
CROCKETTS LLC specializes in providing comprehensive financial services to its clients. This includes investment management, financial planning, retirement planning, tax planning, estate planning, risk management, and more. The firm also offers ongoing support and guidance to help clients stay on track in achieving their financial goals.
Client Types
CROCKETTS LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. The firm also works with a number of corporate clients, helping them with their retirement plans and other financial needs. CROCKETTS LLC understands that each client has unique needs and goals and strives to provide personalized solutions to meet those needs.
Fees & Compensation
CROCKETTS LLC charges a percentage-based fee for assets under management. The specific fee rate may vary depending on the size of the portfolio and the type of services provided. The firm believes in transparency and ensures that clients are fully aware of all fees and charges before entering into any financial relationship.
Background
CROCKETTS LLC was founded by John Crocketts, a highly experienced and reputable financial advisor. With a strong background in finance and a passion for helping others achieve financial success, John has built the firm into a reputable and trusted name in the industry. The firm’s team of advisors are all highly qualified and dedicated to providing the best possible financial services to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, CROCKETTS LLC is required to disclose any potential conflicts of interest to its clients. This includes any affiliations with other companies, relationships with product or service providers, and any recommended investments that may result in compensation for the firm. CROCKETTS LLC takes pride in operating with honesty and transparency, ensuring that clients are fully informed and confident in the services they receive.