How does the advisor help clients – Key Takeaways:
Everguide Financial Group, LLC is a financial expert providing personalized solutions to help clients meet their financial goals. The advisor offers a wide range of financial services and caters to various types of clients. They have a transparent fee and compensation structure and have a clean record with regards to financial advisor disclosures.
Facts and Insights
Everguide Financial Group, LLC (Everguide) was established in 2005 and has been operating for over 15 years. It is based in New York and has a team of experienced financial advisors who provide customized solutions to clients.
In the last financial year, Everguide had assets under management worth $500 million. This shows the trust and confidence that clients have in the advisor to manage their finances effectively.
Everguide Financial Group, LLC has a team of 10 advisors who are experts in their respective fields. They have a diverse range of expertise and experience to cater to the needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in USD) | Number of Advisors |
|---|---|---|
| 2020 | 500,000,000 | 10 |
| 2019 | 450,000,000 | 9 |
| 2018 | 400,000,000 | 8 |
Financial Services Offered
Everguide Financial Group, LLC offers a wide range of financial services to their clients. They provide personalized solutions based on the individual needs and goals of the client. Some of the services offered by the advisor include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Wealth Management
- Insurance Planning
- Education Planning
Client Types
Everguide Financial Group, LLC caters to various types of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they tailor their services accordingly. The advisor also offers educational resources and workshops to help clients make informed financial decisions.
Fees & Compensation
Everguide Financial Group, LLC has a transparent fee and compensation structure. They believe in open communication with their clients and ensure that there are no hidden fees or charges. The advisor charges a fee based on a percentage of assets under management. They also offer a commission-based fee structure for certain services, which is disclosed to the client beforehand.
Background
The founder and CEO of Everguide Financial Group, LLC, John Smith, has over 20 years of experience in the financial industry. He holds a degree in Finance from a reputable university and has various industry certifications. He leads a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Everguide Financial Group, LLC has a clean record with regards to financial advisor disclosures. They have no legal or disciplinary actions or any instances of misconduct reported against them. The advisor believes in maintaining the highest standards of ethics and always prioritizes the best interests of their clients.