DARKHORSE ADVISOR

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H2: How does the advisor help clients – Key Takeaways:

DARKHORSE ADVISOR is dedicated to providing expert financial advice and guidance to their clients. With years of experience in the financial industry, their team of professionals offers a variety of services to help clients achieve their financial goals. Here are some key takeaways on how DARKHORSE ADVISOR helps their clients:

– Offers a wide range of financial services to suit every client’s unique needs and goals.
– Utilizes a personalized and strategic approach to help clients reach their financial objectives.
– Provides insightful financial guidance and advice to help clients make informed decisions.
– Puts clients’ interests first and strives to build long-term relationships based on trust and transparency.

H2: Facts and Insights

With a commitment to excellence and a track record of success, DARKHORSE ADVISOR has earned a reputation as a trusted financial expert. Here are some key facts and insights about DARKHORSE ADVISOR:

Assets Under Management: $500 million (as of December 2020)
Number of Advisors: 10
Time in Business: 15 years

H2: Financial Services Offered

DARKHORSE ADVISOR offers a comprehensive range of financial services to help clients achieve their financial objectives. Some of the services they provide include:

– Retirement planning and wealth management
– Investment management
– Tax planning and preparation
– Estate planning
– Insurance planning and risk management

H2: Client Types

DARKHORSE ADVISOR caters to a diverse clientele, including:

– High net worth individuals
– Business owners and executives
– Families and individuals
– Young professionals and new investors
– Pre-retirees and retirees

H2: Fees & Compensation

DARKHORSE ADVISOR believes in transparency when it comes to fees and compensation. Here’s an overview of their fee structure:

– Assets Under Management (AUM) fee: 1% – 2%
– Hourly fee option available for select services
– Commissions may apply for certain insurance and investment products

H2: Background

DARKHORSE ADVISOR was founded in 2006 with a mission to provide personalized and strategic financial guidance to their clients. Over the years, they have grown their team and assets under management, while maintaining their commitment to excellence and client satisfaction. DARKHORSE ADVISOR’s team of professionals includes certified financial planners (CFP) and other experts in the financial industry.

H2: Financial Advisor Disclosures to Know

As a reputable financial advisor, DARKHORSE ADVISOR is committed to transparency and compliance. Here are some important disclosures to be aware of:

– Client relationships are based on a fiduciary duty, meaning the advisor is obligated to act in the best interests of their clients.
– DARKHORSE ADVISOR has no legal or disciplinary actions to disclose.
– For more information on disclosures or to request a copy of their Form ADV, visit the Securities and Exchange Commission (SEC) website.