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Facts and Insights
DIVINE ASSET MANAGEMENT LLC was founded in 2005 by a team of experienced financial professionals. Since then, it has grown into a leading financial advisory firm with a focus on helping clients achieve their financial goals through personalized and comprehensive strategies.
The firm takes a client-centric approach, offering tailor-made solutions based on each client’s unique needs, risk tolerance, and long-term goals. This allows for a more hands-on and personalized experience compared to a one-size-fits-all approach.
How does the advisor help clients – Key Takeaways:
- Personalized financial strategies based on each client’s unique needs and goals
- A team of experienced financial professionals with a focus on client satisfaction
- Comprehensive services designed to help clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
- High net-worth individuals
- Business owners
- Families and individuals
Fees & Compensation:
DIVINE ASSET MANAGEMENT LLC follows a fee-only structure, meaning they are compensated solely by fees paid by their clients. This allows for a transparent and conflict-free relationship, as the firm has no incentive to recommend certain products or investments in order to earn commissions.
The exact fee structure is based on each client’s needs and assets under management, and is discussed and agreed upon between the client and the firm before any services are rendered.
Background:
The team at DIVINE ASSET MANAGEMENT LLC is made up of highly qualified and experienced financial professionals, including certified financial planners, chartered financial analysts, and certified public accountants. They have a thorough understanding of various financial strategies and products, allowing them to provide expert guidance and advice to clients.
Financial Advisor Disclosures to Know:
While DIVINE ASSET MANAGEMENT LLC strives to always act in the best interest of their clients, it is important for clients to be aware of any potential conflicts of interest. Potential conflicts of interest may include receiving compensation from third-party companies for recommending their products or services, or holding personal investments in recommended products.
The firm is committed to full transparency and disclosing any such relationships to clients. They also abide by all regulatory requirements and industry standards, ensuring clients are always fully informed and protected.