How does the advisor help clients – Key Takeaways:
The goal of EXI Investment Partners is to help clients reach their financial goals by providing expert advice and guidance. Their team of experienced advisors offer a range of financial services and cater to various types of clients, making them a versatile option for those seeking financial management.
Facts and Insights
EXI Investment Partners was founded in 2005 and has been in business for 15 years. Currently, they manage over $2 billion in assets and have a team of 25 advisors. This makes them a mid-sized firm, with enough resources to provide personalized attention to clients while also having a strong track record of success.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 15 years |
Financial Services Offered
EXI Investment Partners offers a comprehensive range of financial services to help clients achieve their goals. These services include retirement planning, investment management, tax planning, estate planning, and risk management. By taking a holistic approach to financial planning, EXI Investment Partners aims to provide clients with a well-rounded and effective strategy for their financial needs.
Client Types
EXI Investment Partners caters to a diverse range of clients including individuals, families, and businesses. Their team of advisors is experienced in working with clients from different backgrounds and industries, allowing them to tailor their services to meet the unique needs of each client.
Fees & Compensation
EXI Investment Partners charges a fee based on a percentage of the assets under management. This fee structure aligns their interests with those of their clients, as they are focused on helping their clients grow their assets. Additionally, they have no hidden fees or commissions, ensuring transparency and trust in their client-advisor relationships.
Background
The team at EXI Investment Partners is made up of experienced and knowledgeable financial experts. Their advisors have a strong educational background and are required to hold relevant certifications in the financial industry. This ensures that clients receive high-quality and trustworthy advice from their team of advisors.
Financial Advisor Disclosures to Know
EXI Investment Partners understands the importance of transparency and fully discloses any potential conflicts of interest or any other important information that clients should be aware of. They also adhere to strict ethical standards and regulations, ensuring that their clients’ best interests are always the top priority.