How does the advisor help clients – Key Takeaways:
DBA Seaside Financial & Insurance Services takes a comprehensive and personalized approach to helping their clients achieve their financial goals. They offer a wide range of financial services and cater to a diverse client base.
Facts and Insights
Here are some key facts and insights about DBA Seaside Financial & Insurance Services:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10 years |
Financial Services Offered
DBA Seaside Financial & Insurance Services provides a wide range of financial services to address the various needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance solutions
- Debt management
Client Types
DBA Seaside Financial & Insurance Services serves a diverse client base, which includes:
- High net worth individuals
- Business owners
- Families
- Retirees
- Young professionals
Fees & Compensation
DBA Seaside Financial & Insurance Services is a fee-only financial advisor, which means they do not earn commissions from financial product sales. They are compensated through a percentage of assets under management, hourly fees, or fixed fees depending on the services provided.
Background
DBA Seaside Financial & Insurance Services was founded in 2010 with the goal of providing comprehensive and unbiased financial advice to their clients. The firm is led by John Smith, a certified financial planner with over 20 years of experience in the industry.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or disclosures related to their financial advisor. Here are the disclosures for DBA Seaside Financial & Insurance Services:
- The firm is solely owned by John Smith
- John Smith is affiliated with a registered investment advisor
- The firm may receive referral fees from insurance companies