ENGINEERED RISK ADVISORY: The Expert in Financial Guidance

ENGINEERED RISK ADVISORY is a leading financial advisory firm that provides tailored solutions to clients seeking to secure and grow their wealth. With a team of seasoned financial advisors, the firm serves a diverse range of clients, from individuals and families to businesses and institutions.

How does the advisor help clients – Key Takeaways:

• Provides comprehensive financial planning services
• Offers investment management and risk assessment for individuals, families, businesses, and institutions
• Customizes solutions to fit each client’s unique goals and needs
• Fosters long-term client relationships built on trust and transparency

Facts and Insights

ENGINEERED RISK ADVISORY was founded in 2005 and has since established itself as a reputable and reliable financial advisor. The firm manages over $2 billion in assets under management and has a team of 50 advisors who collectively hold over 250 years of experience in the financial industry.

Assets Under Management, Number of Advisors and Time in Business:

Financial Services Offered

ENGINEERED RISK ADVISORY offers a wide range of financial services to meet the diverse needs of its clients. These services include:

• Financial planning
• Investment management
• Risk management
• Estate planning
• Retirement planning
• Tax planning
• Educational planning
• Charitable giving

Client Types

The firm caters to a variety of client types, including:

• Individuals
• Families
• Small businesses
• Corporations
• Non-profit organizations
• Endowments
• Foundations

Fees & Compensation

ENGINEERED RISK ADVISORY believes in full transparency when it comes to fees and compensation. The firm charges clients a fee based on a percentage of assets under management, which ranges from 1% to 2% depending on the total value of assets. The more assets a client has under management, the lower the percentage fee. This fee covers all services provided by the firm, including financial planning and investment management.

In addition to the firm’s fee, clients may incur fees from third-party service providers, such as custodians and fund managers. These fees are fully disclosed and passed on to the client without any markup or added fees from the firm.

Background

The team at ENGINEERED RISK ADVISORY is comprised of highly qualified financial professionals with extensive experience in the industry. The firm’s advisors hold various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), which requires members to adhere to a strict fiduciary standard.

Financial Advisor Disclosures to Know

It’s important for clients to be aware of any potential conflicts of interest that may arise when working with a financial advisor. Here are some key disclosures provided by ENGINEERED RISK ADVISORY:

• The firm may receive compensation from third-party service providers, such as custodians and fund managers.
• The firm may recommend investments that it receives a commission for selling.
• The firm may have relationships with certain third-party service providers, such as insurance companies or banks, who may compensate the firm for referring clients.
• The firm may have an affiliate or parent company that provides additional financial services.

It’s important for clients to understand these disclosures and how they may impact their relationship with the firm. ENGINEERED RISK ADVISORY strives to maintain transparency and open communication with clients to ensure they are fully informed and confident in their