How does the advisor help clients – Key Takeaways:
Exeter Financial, LLC is a premier financial advisory firm that provides expert advice and services to clients seeking to achieve their financial goals.
Facts and Insights
As of its most recent disclosure, Exeter Financial, LLC has over $1 billion in assets under management, with a team of 10 experienced advisors. The firm has been in business for 15 years and prides itself on its long-standing reputation for providing top-notch financial guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 15 years |
Financial Services Offered
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Exeter Financial, LLC works with a diverse range of clients, including individuals, families, and small business owners. The firm is equipped to provide customized financial solutions to meet the needs of clients from all walks of life.
Fees & Compensation
Exeter Financial, LLC operates on a fee-only structure, meaning they do not receive any commissions for recommending specific financial products or services. This ensures that their advice is always in the best interest of their clients and not influenced by potential financial gains.
Background
Founded in 2006, Exeter Financial, LLC has quickly become a leader in the financial advisory industry. The firm’s team of advisors has a combined experience of over 50 years in the financial sector, bringing a wealth of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
Clients should always be aware of any potential conflicts of interest when seeking financial advice. Exeter Financial, LLC prides itself on transparency and makes all necessary disclosures readily available to clients. Some key disclosures to remember are:
- The firm is a registered investment advisor and is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests.
- The firm may earn fees from third-party service providers for recommending their products or services, but this does not influence their advice in any way.
- The firm’s advisors may have relationships with outside firms, but Exeter Financial, LLC has strict policies in place to ensure that their advice remains unbiased and objective.