How does the advisor help clients – Key Takeaways:
DIS MANAGEMENT COMPANY is a financial advisory firm that provides expert guidance to clients in managing their finances. They offer a range of financial services and cater to various types of clients. With a team of experienced advisors and a strong reputation in the industry, DIS MANAGEMENT COMPANY is a reliable choice for anyone looking for financial assistance.
Facts and Insights
Founded in 2005, DIS MANAGEMENT COMPANY has over 15 years of experience in the financial industry. As of 2020, they have over $1 billion in assets under management and a team of 50 advisors, providing their clients with a wide range of financial services. With a client-centric approach, DIS MANAGEMENT COMPANY has built a reputation for providing reliable and effective financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 50 |
Financial Services Offered
DIS MANAGEMENT COMPANY offers a comprehensive range of financial services to help their clients reach their financial goals. They provide guidance and assistance in the following areas:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
Client Types
DIS MANAGEMENT COMPANY caters to a diverse range of clients including individuals, families, business owners, and institutions. They have the knowledge and expertise to provide customized financial solutions for each client’s unique needs and goals.
Fees & Compensation
DIS MANAGEMENT COMPANY charges a fee for their services, which is based on a percentage of assets under management. They believe in transparent and ethical fee structures, and their clients can trust that there are no hidden costs or commissions involved. Their fees are aligned with their clients’ success and they are committed to providing value for their services.
Background
DIS MANAGEMENT COMPANY is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in their clients’ best interests at all times. They have a team of experienced and qualified advisors who are dedicated to helping clients achieve financial success through proper planning and management.
Financial Advisor Disclosures to Know
DIS MANAGEMENT COMPANY has a clean record with no disciplinary actions or sanctions from any regulatory body. They prioritize transparency and maintain a culture of ethical practices, ensuring their clients’ peace of mind when it comes to managing their finances.