How Does the Advisor Help Clients – Key Takeaways:
When it comes to financial matters, seeking professional guidance can make all the difference. That’s where DOWNSHIFT FINANCIAL comes in. As a trusted financial expert, they offer a wide range of services to help clients achieve their financial goals.
Facts and Insights
DOWNSHIFT FINANCIAL has been in business for over 15 years, making them a well-established firm in the industry. They currently have $1.5 billion in assets under management and a team of 25 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1.5 billion | 25 | 15+ |
Financial Services Offered
DOWNSHIFT FINANCIAL offers a wide range of financial services to cater to the diverse needs of their clients. This includes investment management, retirement planning, tax planning, estate planning, and more. Their team of experts is equipped to handle complex financial situations and provide tailored solutions.
Client Types
DOWNSHIFT FINANCIAL serves a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and work closely with them to develop personalized strategies that align with their needs.
Fees & Compensation
As a fee-only advisor, DOWNSHIFT FINANCIAL charges a percentage of the assets they manage as their fee. This ensures that their interests are aligned with those of their clients, making them a trustworthy and unbiased source for financial advice.
Background
The team at DOWNSHIFT FINANCIAL comprises of highly qualified and experienced professionals who have a deep understanding of the financial industry. They are well-equipped to handle market fluctuations and help clients navigate through good and bad economic times. With their knowledge and expertise, clients can rest assured that their financial well-being is in good hands.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, DOWNSHIFT FINANCIAL is legally bound to act in the best interests of their clients. They have a fiduciary duty to provide unbiased and suitable recommendations to their clients and disclose any potential conflicts of interest. This means that clients can trust that their advisor is always working in their best interests.