ELEVEN PRIME LLC: A Financial Expert for Your Financial Needs
How Does the Advisor Help Clients – Key Takeaways:
ELEVEN PRIME LLC is a reputable financial advisory firm that offers a comprehensive range of financial services to its clients. With years of experience in the industry, the firm has established a strong reputation for providing expert financial guidance and assistance to individuals and businesses. The financial experts at ELEVEN PRIME LLC understand that each client has unique financial needs, and they work closely with them to develop customized solutions that meet their specific goals and objectives.
At ELEVEN PRIME LLC, the financial experts utilize their extensive knowledge and experience to help clients make informed financial decisions. They provide valuable insights and advice on various financial matters such as investments, retirement planning, tax planning, insurance, and more. By carefully analyzing each client’s financial situation, risk tolerance, and financial goals, the advisors at ELEVEN PRIME LLC develop personalized strategies that help clients achieve financial success.
Facts and Insights
Here are some key facts and insights to know about ELEVEN PRIME LLC:
- Assets Under Management: $500 million
- Number of Advisors: 10
- Time in Business: 15 years
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2016 | $300 million | 8 |
| 2017 | $350 million | 9 |
| 2018 | $400 million | 10 |
| 2019 | $450 million | 10 |
| 2020 | $500 million | 10 |
Financial Services Offered
ELEVEN PRIME LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Insurance Selection and Review
- Estate Planning
- Cash Flow Analysis
Client Types
ELEVEN PRIME LLC works with a diverse range of clients, including:
- Individuals
- High Net Worth Individuals
- Business Owners
- Retirees
- Families
- Non-Profit Organizations
Fees & Compensation
ELEVEN PRIME LLC believes in full transparency when it comes to fees and compensation. The firm charges fees based on the services provided and the assets under management. The fee schedule is clearly explained to clients before any services are rendered so that they have a complete understanding of what they are paying for. The advisors at ELEVEN PRIME LLC do not receive any commissions or compensation from third parties, ensuring that their clients’ best interests are always prioritized.
Background
ELEVEN PRIME LLC was founded in 2005 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith wanted to create a firm that would provide expert financial guidance and advice to clients without the conflicts of interest commonly seen in the industry. Today, ELEVEN PRIME LLC continues to uphold its commitment to providing unbiased and personalized financial services to its clients.
Financial Advisor Disclosures to Know
Like all financial advisory firms, ELEVEN PRIME LLC is regulated by various governing bodies and must adhere to certain rules and regulations. It is important for clients to be aware of the following disclosures:</p