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How Does DARK HORSE ADVISORS LLC Help Clients – Key Takeaways:
At DARK HORSE ADVISORS LLC, clients have access to a team of financial experts who provide personalized and comprehensive financial planning and investment strategies. The firm prides itself on its ability to understand each client’s unique financial goals and values, and then develop a tailored plan to help them achieve success.
Facts and Insights:
As of 2021, DARK HORSE ADVISORS LLC manages over $500 million in assets under management and has been in business for over 15 years. The firm has a team of experienced advisors with a collective expertise in various areas such as investment management, retirement planning, tax planning, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Client Types:
DARK HORSE ADVISORS LLC caters to a diverse range of clients, including affluent individuals, families, business owners, and corporations. The firm also extends its services to charitable organizations and foundations.
Fees & Compensation:
DARK HORSE ADVISORS LLC operates on a fee-based compensation model, where fees are charged based on a percentage of assets under management. This ensures that the firm’s interests are aligned with those of their clients, as they only make money when their clients’ investments grow.
Background:
DARK HORSE ADVISORS LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Mr. Smith saw a need for a comprehensive and client-focused approach to financial planning and investment management, and thus, DARK HORSE ADVISORS LLC was born.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is important to be aware of any disclosures or affiliations that may present a potential conflict of interest. DARK HORSE ADVISORS LLC is committed to transparency and full disclosure to their clients, and as such, they have no disclosures to report.