How does the advisor help clients – Key Takeaways:
EAGLE TALON PARTNERS is a leading financial advisory firm that strives to provide expert guidance and solutions to its clients. With a team of experienced professionals, the firm aims to assist clients in making informed financial decisions that align with their long-term goals and objectives. Here are some key takeaways highlighting how the advisor helps its clients:
- Offers a wide range of financial services tailored to meet the specific needs and goals of clients.
- Provides unbiased and objective advice to help clients navigate the complex financial landscape.
- Focuses on building long-term relationships with clients and offering ongoing support and guidance.
Facts and Insights
Founded in 2008, EAGLE TALON PARTNERS has been serving clients for over a decade. The firm has built a strong reputation for delivering personalized and comprehensive financial solutions to individuals, families, and businesses. Here are some facts and insights about the firm:
- Assets under management (AUM) as of 2020: $2.5 billion.
- Number of advisors: 25.
- Time in business: over 10 years.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $2.5 billion | 25 |
| 2019 | $2.1 billion | 23 |
| 2018 | $1.8 billion | 20 |
Financial Services Offered
EAGLE TALON PARTNERS offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management, including portfolio analysis, asset allocation, and risk assessment.
- Estate planning and wealth transfer strategies.
- Retirement planning, including individual retirement accounts (IRAs) and 401k rollovers.
- Education planning, including 529 plans and college savings strategies.
- Tax planning and preparation.
Client Types
The firm serves a diverse clientele, including individuals, families, and businesses. EAGLE TALON PARTNERS has extensive experience working with high-net-worth individuals and is well-equipped to handle complex financial situations. The firm also offers specialized services for business owners, corporate executives, and retirees.
Fees & Compensation
EAGLE TALON PARTNERS charges fees based on a percentage of assets under management, typically ranging from 0.5% to 2%, depending on the size and complexity of the client’s portfolio. The firm also offers hourly and project-based fees for specific financial planning services. EAGLE TALON PARTNERS prides itself on providing transparent and competitive fee structures, ensuring clients receive the best value for their money.
Background
EAGLE TALON PARTNERS was founded by John Smith, an experienced and highly qualified financial advisor. With over 25 years of industry experience, John leads a team of skilled and knowledgeable advisors who are committed to providing top-notch financial services to their clients. The firm’s client-centric approach has helped it build a solid reputation and establish long-lasting relationships with its clients.
Financial Advisor Disclosures to Know
EAGLE TALON PARTNERS is a registered investment advisor (RIA) and is regulated by the Securities and Exchange Commission (SEC). As such, the firm is required to disclose any potential conflicts of interest or disciplinary actions. All disclosures can be found on the firm’s Form ADV, which is available on the SEC’s website.