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How does the advisor help clients – Key Takeaways:
E3 FINANCIAL GROUP, LLC provides expert financial advice and guidance to help clients achieve their financial goals and build a secure future. With a team of experienced and knowledgeable advisors, E3 FINANCIAL GROUP, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Here are some key takeaways on how this financial expert helps its clients:
- Establishes an in-depth understanding of clients’ financial situation and goals
- Creates personalized and effective financial plans to achieve those goals
- Offers ongoing support and guidance to help clients make informed financial decisions
- Regularly monitors and adjusts the financial plan to meet changing needs and market conditions
- Provides valuable insights and education to empower clients to make sound financial decisions
Facts and Insights:
E3 FINANCIAL GROUP, LLC is a registered investment advisor headquartered in New York City. Founded in 2007, the firm has quickly grown to manage over $500 million in assets under management (AUM). With a team of 10 advisors, E3 FINANCIAL GROUP, LLC caters to a diverse clientele, including individuals, families, small business owners, and corporate executives.
The firm follows a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life, including investments, taxes, insurance, and estate planning. By ensuring all facets of their clients’ finances are aligned, E3 FINANCIAL GROUP, LLC helps to create a solid financial foundation for their clients’ futures.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
Financial Services Offered:
E3 FINANCIAL GROUP, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals and build wealth. These services include:
- Financial planning
- Investment management
- Tax planning and management
- Estate planning
- Insurance planning and management
- Retirement planning
Client Types:
E3 FINANCIAL GROUP, LLC works with a wide range of clients, including:
- Individuals and families
- Corporate executives
- Small business owners
- Institutions
- High net-worth individuals
Fees & Compensation:
E3 FINANCIAL GROUP, LLC follows a fee-only compensation structure, meaning they are only paid by their clients and do not receive any commissions or incentives for recommending specific products or services. This ensures that their advice is unbiased and in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management and vary depending on the level and complexity of services provided. Clients can expect to pay an annual fee ranging from 1.00% to 1.50% of their total assets under management.
Background:
E3 FINANCIAL GROUP, LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Master’s degree in Finance. The firm’s team of advisors also has extensive experience and qualifications in the financial industry, ensuring clients receive top-quality advice and service.
Financial Advisor Disclosures to Know:
E3 FINANCIAL GROUP, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC), and therefore, it is required to disclose any potential conflicts of interest. This includes any affiliations with other companies or products and any disciplinary history. These disclosures can be found in the firm’s Form ADV, which can be obtained from E3 FINANCIAL GROUP, LLC or through the SEC’s website.