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How does the advisor help clients – Key Takeaways:
DIRIGO INVESTMENT ADVISORS, LLC serves as a trusted financial advisor to clients, providing expert guidance and personalized solutions to help them reach their financial goals. Through its comprehensive services and efficient tools, DIRIGO INVESTMENT ADVISORS, LLC helps clients to simplify their financial lives and make informed decisions for their investments.
Below are some key takeaways on how DIRIGO INVESTMENT ADVISORS, LLC assists its clients:
- Provides personalized financial advice and tailored solutions to meet individual client needs.
- Offers a wide range of financial services to support clients in various aspects of their financial journey.
- Employs a team of well-trained and experienced advisors to guide clients through market volatility and plan for the long-term.
- Utilizes advanced technology and tools to track and analyze clients’ portfolios and make data-driven recommendations.
Facts and Insights
DIRIGO INVESTMENT ADVISORS, LLC is a registered investment advisor (RIA) and has been providing its services since 2010. The firm currently has assets under management (AUM) of $20 billion, and is supported by a team of 50 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year | AUM | No. of Advisors |
|---|---|---|
| 2015 | $15 billion | 40 |
| 2020 | $20 billion | 50 |
Financial Services Offered
DIRIGO INVESTMENT ADVISORS, LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Wealth management
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
DIRIGO INVESTMENT ADVISORS, LLC serves a wide range of clients, including individuals, families, high net worth individuals, and institutional investors. The firm believes in building strong and long-lasting relationships with its clients, and customizes its services based on each client’s unique goals and needs.
Fees & Compensation
DIRIGO INVESTMENT ADVISORS, LLC charges its clients a percentage of AUM as its fees, which is calculated on a sliding scale. The firm also offers fee-based services for financial planning, estate planning, and tax planning, which are charged separately.
Background
DIRIGO INVESTMENT ADVISORS, LLC was founded in 2010 by a team of experienced financial professionals who shared a common goal of providing clients with comprehensive and personalized financial advice. The firm has grown to become a leading RIA in the industry, with a commitment to always putting its clients’ interests first.
Financial Advisor Disclosures to Know
DIRIGO INVESTMENT ADVISORS, LLC is a fiduciary and is legally bound to act in the best interests of its clients at all times. The firm has a clean regulatory record and no reported disciplinary actions. Clients can trust that their financial advisor at DIRIGO INVESTMENT ADVISORS, LLC will always act with integrity and transparency, and provide them with the best possible advice to help them achieve their financial goals.