How does the advisor help clients – Key Takeaways:
ENVOY ADVISORY INC. is a trusted financial advisory firm with a team of experienced advisors who provide personalized and comprehensive financial planning services to help clients achieve their financial goals. The firm offers a range of services and strategies tailored to each client’s unique needs, goals, and risk tolerance. They strive to build long-term relationships with their clients and provide ongoing support and guidance throughout their financial journey.
Facts and Insights
ENVOY ADVISORY INC. has been in business for 15 years, with a team of 10 advisors managing approximately $200 million in assets for their clients. The firm has a strong track record of delivering successful financial solutions and has built a reputation for providing objective and transparent advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 15 years |
Financial Services Offered
ENVOY ADVISORY INC. provides a wide range of financial services to help clients achieve their financial goals and build wealth for their future. These services include investment management, retirement planning, estate planning, tax planning, and risk management. The firm takes a holistic approach to financial planning and customizes their services to fit each client’s unique needs.
Client Types
ENVOY ADVISORY INC. works with a diverse range of clients, including individuals, families, and small business owners. The firm has extensive experience in working with high-net-worth individuals and understands the unique challenges and needs of this client segment. They also provide financial planning services specifically tailored for women, as well as services for the LGBTQ community.
Fees & Compensation
ENVOY ADVISORY INC. operates on a fee-only basis, which means they do not receive any commissions or third-party payments for their services. All fees are fully disclosed and transparent, and the firm is committed to keeping costs reasonable for their clients. They believe this fee structure aligns their interests with their clients’ and ensures they are providing unbiased advice.
Background
The team at ENVOY ADVISORY INC. is made up of experienced financial advisors with diverse backgrounds and expertise in different areas of finance. Each advisor holds advanced degrees and professional certifications, and they regularly attend industry conferences and seminars to stay up-to-date with the latest financial trends and strategies. The firm also has a dedicated team of support staff to assist clients with day-to-day inquiries.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ENVOY ADVISORY INC. is required to disclose certain information to their clients, including any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. This information is readily available on the firm’s website and in their disclosure documents, and they are always transparent and open about their practices and procedures.