How does the advisor help clients – Key Takeaways:
Everglades Resources, Inc. is a financial advisory firm that provides expert guidance and services to clients looking to secure their financial future. With over 20 years of experience in the industry, the team at Everglades Resources, Inc. possess a wealth of knowledge and expertise, making them a top choice for individuals and businesses seeking financial advice.
Facts and Insights
Everglades Resources, Inc. is a privately-owned firm that is committed to helping clients achieve their financial goals. They offer a wide range of services such as financial planning, investment management, retirement planning, estate planning, and more. Their team of advisors are dedicated to providing personalized and customized solutions to each of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $50 million+ |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | 20+ years |
Financial Services Offered
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
Everglades Resources, Inc. works with a diverse range of clients including individuals, families, business owners, and high-net-worth individuals. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to best meet their clients’ objectives.
Fees & Compensation
Everglades Resources, Inc. operates on a fee-only compensation structure, which means they do not earn commissions from the sale of financial products. They are transparent about their fees, which are based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as they only succeed if their clients succeed.
Background
Everglades Resources, Inc. was founded in 1999 by a team of experienced financial advisors who were passionate about helping individuals and businesses achieve financial success. They have a strong track record of providing sound financial advice and delivering results.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Everglades Resources, Inc. is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. This includes disclosing any potential conflicts of interest and always putting their clients’ needs first.