How does the advisor help clients – Key Takeaways:
When it comes to financial matters, having a trusted and knowledgeable advisor by your side can make all the difference. DRS Financial Partners LLC prides itself on providing expert financial advice and assistance to its clients, helping them achieve their goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about DRS Financial Partners LLC:
- Assets Under Management: As of the end of 2021, DRS Financial Partners LLC has approximately $500 million in assets under management.
- Number of Advisors: The firm currently has five experienced and qualified advisors.
- Time in Business: DRS Financial Partners LLC has been in business for over 15 years, serving clients from various industries and backgrounds.
Financial Services Offered
DRS Financial Partners LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to individuals, families, and businesses, providing tailored financial solutions to meet their unique needs and goals. This includes high net worth individuals, professionals, retirees, and business owners, among others.
Fees & Compensation
DRS Financial Partners LLC operates on a fee-only basis, which means they do not receive commissions or compensation from third-party products, ensuring unbiased and transparent advice for their clients. Fees are based on a percentage of assets under management and are discussed and agreed upon with clients before any services are rendered.
Background
Formed in 2006, DRS Financial Partners LLC was founded by a team of seasoned financial experts with a combined experience of over 50 years. The firm is committed to providing its clients with the highest standards of financial advice and services, backed by integrity, transparency, and a client-centric approach.
Financial Advisor Disclosures to Know
As a registered investment advisor, DRS Financial Partners LLC is required to disclose any potential conflicts of interest or legal issues that may affect their ability to provide unbiased advice to their clients. Here are some important disclosures you should be aware of:
- DRS Financial Partners LLC is an independent firm and has no affiliations with any financial institutions or products.
- The firm may receive compensation from third-party resources when providing certain investment products or services to clients.
- The advisors at DRS Financial Partners LLC have no disciplinary history and are in good standing with all regulatory bodies.