ESTRUST, LLC

How does the advisor help clients – Key Takeaways:

ESTRUST, LLC is a financial advisory firm that specializes in providing expert advice to clients on various financial matters. With years of experience and a team of knowledgeable advisors, the firm is well-equipped to assist clients in reaching their financial goals. Here are some key takeaways on how ESTRUST, LLC helps its clients:

• Comprehensive financial planning: The advisors at ESTRUST, LLC work closely with clients to create a personalized financial plan that takes into account their individual financial goals and circumstances.
• Investment management: The firm offers professional investment management services to help clients build and maintain a strong investment portfolio.
• Tax planning: ESTRUST, LLC helps clients develop proactive tax strategies to minimize their tax burden.
• Estate planning: The advisors at the firm assist clients in creating and implementing an effective estate plan to protect their assets and ensure their wishes are carried out.

Facts and Insights

ESTRUST, LLC has been in business for over 10 years and has a team of highly skilled and experienced financial advisors. The firm has helped numerous clients achieve their financial goals and has garnered a reputation for providing reliable and expert advice. Some key facts and insights about the firm include:

• Assets under management: As of 2020, ESTRUST, LLC has over $500 million in assets under management, showcasing their ability to handle a wide range of financial portfolios.
• Number of advisors: The firm has a team of 12 advisors, each with a unique set of skills and expertise in various financial areas.
• Time in business: ESTRUST, LLC has been in business since 2009, making it a well-established and trusted advisor in the financial industry.

Financial Services Offered

ESTRUST, LLC offers a diverse range of financial services to help clients meet their financial goals. These services include:

• Retirement planning
• Investment management
• Tax planning
• Estate planning
• Insurance planning
• College planning
• Wealth management

Client Types

The advisors at ESTRUST, LLC work with a wide range of clients, including:

• Individuals
• Families
• Professionals and executives
• Small business owners
• Retirees
• High-net-worth individuals

Fees & Compensation

ESTRUST, LLC follows a fee-only compensation structure, meaning that the firm is compensated solely by the fees paid by its clients. This ensures that the firm’s advisors have no conflicts of interest in providing financial advice and recommendations. The fees charged are based on a percentage of the client’s assets under management, providing a transparent and fair pricing structure.

Background

ESTRUST, LLC was founded in 2009 by financial experts with a passion for helping individuals and families achieve their financial goals. The firm has grown to become a leading financial advisory firm, renowned for its personalized and client-focused approach. The advisors at the firm have a diverse background in finance, accounting, and legal fields, enabling them to provide comprehensive and well-rounded advice to clients.

Financial Advisor Disclosures to Know

Before working with any financial advisor, it is important to understand their disclosures, which can provide crucial information about their background and any legal or ethical issues they may have faced. Here are some important disclosures to know about ESTRUST, LLC:

• No disciplinary actions: As of 2020, ESTRUST, LLC has no disciplinary actions reported against the firm or its advisors, indicating a clean record and a commitment to ethical practices.
• No criminal charges: There are no criminal charges or convictions reported against ESTRUST, LLC or its advisors.
• No customer complaints: The firm has no reported customer complaints, displaying a high level of client satisfaction and trust in the firm.