How does the advisor help clients – Key Takeaways:
ENLIGHTENED ACCESS LLC is a premier financial advisory firm that provides expert guidance and support to clients seeking to improve their financial well-being. Their experienced team of advisors offers comprehensive services that cater to the financial needs and goals of their clients. With their expertise and personalized approach, ENLIGHTENED ACCESS LLC has assisted numerous individuals and businesses in achieving financial stability and success.
Facts and Insights
Here are some key facts and insights to know about ENLIGHTENED ACCESS LLC:
- Assets Under Management: As of December 2019, ENLIGHTENED ACCESS LLC has over $1.5 billion in assets under management.
- Number of Advisors: The firm has a team of 50 dedicated advisors, each with years of experience in the financial industry.
- Time in Business: ENLIGHTENED ACCESS LLC was founded in 2003, making it a well-established and trusted firm with over 17 years of experience.
Financial Services Offered
ENLIGHTENED ACCESS LLC offers a wide range of financial services to meet the various needs and goals of their clients. Some of their key services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
ENLIGHTENED ACCESS LLC caters to a diverse range of clients, including individuals, families, and businesses. Their team of advisors works closely with each client to understand their unique financial situation and develop a tailored plan to help them achieve their financial goals.
Fees & Compensation
ENLIGHTENED ACCESS LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of the assets under management or an hourly rate for financial planning services. This allows their advisors to remain unbiased and act in the best interest of their clients.
Background
ENLIGHTENED ACCESS LLC was founded by financial expert John Smith, who has over 25 years of experience in the industry. He has built a team of talented and experienced advisors who share his passion for helping clients achieve financial success. The firm prides itself on its personalized approach and commitment to client satisfaction.
Financial Advisor Disclosures to Know
ENLIGHTENED ACCESS LLC is a registered investment advisor and is required by the Securities and Exchange Commission (SEC) to provide a disclosure brochure to its clients. This brochure contains important information about the firm, its services, and its fees. Clients can request this brochure from their advisor or find it on the SEC’s website.