How does the advisor help clients – Key Takeaways:
DRA Advisors LLC is a financial advisory firm that provides a wide range of services to its clients. Through their team of expert financial advisors, DRA Advisors LLC helps clients achieve their financial goals by offering personalized and tailored advice. With a commitment to transparency and objectivity, DRA Advisors LLC serves as a trusted partner for their clients in navigating the complexities of the financial world.
Facts and Insights
Here are some key facts and insights about DRA Advisors LLC:
- Assets Under Management: $500 million
- Number of Advisors: 20
- Time in Business: 10 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
DRA Advisors LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
Client Types
DRA Advisors LLC serves a wide range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
DRA Advisors LLC believes in transparent and fair fee structures. They offer a fee-only compensation model, which means they do not earn commissions or other hidden fees from the investments they recommend. This ensures that their clients’ best interests are always a top priority.
Background
DRA Advisors LLC was founded in 2010 by a team of experienced financial professionals with a passion for helping others achieve financial success. The firm has grown steadily over the past decade, and is now recognized as a leading financial advisory company in the industry. With their knowledge, expertise, and dedication to their clients, DRA Advisors LLC continues to help individuals and businesses make smart financial decisions.
Financial Advisor Disclosures to Know
As a registered investment advisor, DRA Advisors LLC is subject to strict regulations and disclosures. These disclosures include their Code of Ethics, Privacy Policy, and Form ADV Part 2A Brochure, which outlines their services, fees, and background information. These important documents can be found on their website or upon request.