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How does the advisor help clients – Key Takeaways:
EXPA EC3 MGMT, LLC is a trusted financial firm that provides expert advice and services to its clients. With a professional and knowledgeable team, they aim to help clients achieve their financial goals and secure their future.
Facts and Insights
EXPA EC3 MGMT, LLC was founded in 2010 and has been in the financial industry for over 10 years. With a team of experienced advisors, they have managed to build a strong reputation in the market and have a loyal client base.
The firm’s assets under management (AUM) are publicly available and stand at $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 10 | $500 million |
Financial Services Offered
EXPA EC3 MGMT, LLC offers a wide range of financial services to its clients. These include investment management, financial planning, retirement planning, estate planning, and tax planning. They also offer comprehensive portfolio analysis and risk assessment to help clients make informed decisions.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and businesses. They also work with non-profit organizations and institutions.
Fees & Compensation
EXPA EC3 MGMT, LLC follows a fee-only structure, which means they do not receive any commissions or kickbacks from third-party providers. They believe in transparency and disclose all fees and potential conflicts of interest to their clients upfront.
Background
The team at EXPA EC3 MGMT, LLC consists of highly qualified and experienced professionals. They hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They also undergo continuous training to stay updated with the latest market trends and regulations.
Financial Advisor Disclosures to Know
As a responsible financial firm, EXPA EC3 MGMT, LLC strives to maintain a clean record and adhere to all regulatory requirements. They have no disclosures or legal actions on their record, demonstrating their commitment to ethical business practices.