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How does the advisor help clients – Key Takeaways:
Estate Performance Advisors L.L.C. provides comprehensive financial planning and investment management services to clients. They specialize in helping clients preserve and grow their wealth, while also minimizing taxes and fees. The firm takes a holistic approach to financial planning, taking into account each client’s unique goals and circumstances.
Facts and Insights
| Assets Under Management | $5 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
- Personal financial planning
- Investment management
- Retirement planning
- Tax planning and management
- Estate planning
Client Types
Estate Performance Advisors L.L.C. primarily serves high net worth individuals and families. They also work with small business owners and corporate executives. The firm has the resources and expertise to handle complex financial situations, but also values building long-term relationships with their clients.
Fees & Compensation
Estate Performance Advisors L.L.C. charges a fee based on a percentage of assets under management. This fee varies depending on the size of the client’s portfolio and the complexity of their financial situation. The firm believes in full transparency and does not receive any commissions or compensation from third parties.
Background
The team at Estate Performance Advisors L.L.C. is composed of experienced financial professionals with a strong track record of helping clients achieve their financial goals. Each advisor holds relevant certifications and has a deep understanding of financial markets and strategies. The firm prides itself on providing customized, proactive, and unbiased financial advice to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Estate Performance Advisors L.L.C. is required to disclose any potential conflicts of interest to its clients, as well as any disciplinary actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Advisor Public Disclosure website or by requesting a copy directly from the firm.