How does the advisor help clients – Key Takeaways:
CTM FINANCIAL, LLC is a financial firm that specializes in assisting clients with their financial planning and investment needs. They offer a range of services to help individuals and businesses achieve financial success and stability. The firm is committed to providing personalized and comprehensive support to their clients, ensuring their financial goals are met.
Facts and Insights
CTM FINANCIAL, LLC has been in business for over 10 years, providing financial guidance and services to a diverse range of clients. During this time, they have accumulated over $500 million in assets under management and have a team of experienced advisors to assist their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
CTM FINANCIAL, LLC offers a wide range of financial services to their clients. These include, but are not limited to:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Wealth management
- Insurance and risk management
Client Types
CTM FINANCIAL, LLC serves a diverse range of clients, including:
- Individuals
- High net worth individuals
- Business owners
- Families
- Retirees
Fees & Compensation
CTM FINANCIAL, LLC is a fee-based firm, meaning they charge a percentage of the assets they manage for their clients. This fee structure is meant to align the firm’s interests with their clients, as the better their clients’ investments perform, the higher the compensation for the firm.
Background
CTM FINANCIAL, LLC was founded by a team of experienced financial advisors who are dedicated to providing exceptional service and support to their clients. They hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), demonstrating their commitment to providing expert financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, CTM FINANCIAL, LLC is required to disclose any potential conflicts of interest and any past disciplinary actions. They have a clean record with no disciplinary events to report, ensuring clients can trust the firm to always act in their best interests.