How does the advisor help clients – Key Takeaways:
EVIDENCIAL FINANCIAL CONSULTING is a team of experienced financial advisors who offer comprehensive financial guidance and support to their clients. They strive to understand their clients’ unique financial situations and develop personalized plans to help them achieve their financial goals.
Facts and Insights:
EVIDENCIAL FINANCIAL CONSULTING has been in business for 15 years, and currently manages over $500 million in assets. They have a highly qualified team of 10 advisors who specialize in various financial areas such as retirement planning, investment management, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
EVIDENCIAL FINANCIAL CONSULTING offers a wide range of financial services to their clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
EVIDENCIAL FINANCIAL CONSULTING works with a diverse range of clients, including individuals, families, and small businesses. They also offer their financial services to high net worth clients and individuals in the medical and legal professions.
Fees & Compensation:
EVIDENCIAL FINANCIAL CONSULTING charges their clients a fee based on the assets they manage. This fee is a percentage of the total assets under management and is typically lower for larger accounts. They believe this fee structure aligns their interests with their clients’ as they are incentivized to help their clients grow their assets.
Background:
The team at EVIDENCIAL FINANCIAL CONSULTING has a diverse background in the financial industry, with experience in banking, investing, and financial planning. They are all highly qualified and credentialed, with many holding certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
It is important for clients to understand any potential conflicts of interest their financial advisor may have. EVIDENCIAL FINANCIAL CONSULTING is transparent about any potential conflicts and always puts their clients’ best interests first. They are a fee-only firm, meaning they do not receive commissions for selling financial products, eliminating any potential biases in their recommendations.