How does the advisor help clients – Key Takeaways:
- Provides comprehensive financial planning and investment management services
- Specializes in portfolio management and retirement planning
- Offers tailored solutions to meet individual client needs
- Utilizes a holistic approach to financial planning
- Empowers clients to make informed financial decisions
Facts and Insights:
DELAWARE AVENUE ADVISORS INC. is a trusted financial advisory firm that offers a wide range of financial services to clients. With a team of experienced and knowledgeable advisors, the firm provides personalized solutions to help clients achieve their financial goals.
The firm specializes in portfolio management and retirement planning. By utilizing a holistic approach to financial planning, DELAWARE AVENUE ADVISORS INC. is able to address all aspects of a client’s financial life and provide tailored solutions for their unique needs.
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:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Products
- College Savings Planning
Client Types:
DELAWARE AVENUE ADVISORS INC. works with a diverse range of clients, including individuals, families, and business owners. Their services are available to clients of all wealth levels, making them accessible to anyone seeking professional financial guidance.
Fees & Compensation:
DELAWARE AVENUE ADVISORS INC. operates on a fee-only compensation structure, meaning they do not receive commissions for selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Fees are based on a percentage of assets under management, providing a transparent and fair pricing model.
Background:
Founded in 2011, DELAWARE AVENUE ADVISORS INC. has established itself as a reputable and dependable financial advisory firm. With a strong commitment to client satisfaction and a track record of success, the firm continues to grow and expand its services to better serve its clients.
Financial Advisor Disclosures to Know:
DELAWARE AVENUE ADVISORS INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that their recommendations are unbiased and in line with the client’s goals and objectives.