How does the advisor help clients – Key Takeaways:
FAIR TRUST FINANCIAL LLC serves as a financial expert for clients, providing a wide range of financial services and catering to various client types. Their fees and compensation structure is transparent and they have a clean background without any financial advisor disclosures.
Facts and Insights:
- Assets Under Management: $100 million (as of 2021)
- Number of Advisors: 10
- Time in Business: 5 years (founded in 2016)
Financial Services Offered:
- Investment Planning
- Retirement Planning
- Education Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types:
- Individuals
- Families
- Small Business Owners
- High Net Worth Individuals
Fees & Compensation:
FAIR TRUST FINANCIAL LLC follows a fee-only structure, charging a percentage of assets under management for their services. They do not receive any commissions or third-party payments, ensuring that their advice is aligned with their clients’ best interests.
Background:
FAIR TRUST FINANCIAL LLC was founded in 2016 with the goal of helping individuals and families achieve their financial goals. Their team of experienced advisors possess a diverse set of skills and expertise, allowing them to provide comprehensive and personalized financial solutions for their clients.
Financial Advisor Disclosures to Know:
FAIR TRUST FINANCIAL LLC has a clean background without any financial advisor disclosures. This means that they have not faced any legal or ethical issues in their practice, giving clients peace of mind when entrusting their finances to the firm.