How does the advisor help clients – Key Takeaways:
FAMILY ALIGNMENT LLC provides expert financial advice to its clients and helps them achieve their financial goals through personalized planning and strategizing.
The firm specializes in wealth management, retirement planning, and legacy planning services.
Facts and Insights:
In its current form, FAMILY ALIGNMENT LLC has been in business for over 15 years and has established itself as a trusted and reliable financial advisor.
The firm is proud to have a team of highly qualified and experienced advisors who are dedicated to providing personalized and comprehensive financial solutions to their clients.
FAMILY ALIGNMENT LLC has a strong focus on client education and empowerment, ensuring that their clients are involved and informed throughout the entire financial planning process.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 12 | $500 million |
Financial Services Offered:
- Wealth management and investment planning
- Retirement planning and income distribution strategies
- Estate and legacy planning
- Tax planning and preparation
- Insurance planning and risk management
- College and education funding planning
- Small business planning and consulting
Client Types:
FAMILY ALIGNMENT LLC works with a diverse range of clients, including high net worth individuals, families, and small business owners.
Their services are also tailored to meet the needs of individuals at different stages of their financial journey, from young professionals just starting to build their assets, to retirees looking to preserve and distribute their wealth.
Fees & Compensation:
FAMILY ALIGNMENT LLC’s fees and compensation structure is transparent and based on the services provided to each client.
They operate on a fee-based model, where clients pay a percentage of their assets under management as a management fee, with the option for additional fees for specific services, such as financial planning or advisory services.
Background:
FAMILY ALIGNMENT LLC was founded with the mission to help clients achieve financial success and alignment with their personal and family goals.
The firm’s founders have decades of experience in the financial industry and have built a reputable and trustworthy business based on their expertise and genuine care for their clients’ financial well-being.
Financial Advisor Disclosures to Know:
As a registered investment advisor, FAMILY ALIGNMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests at all times.
The firm has a clean regulatory record with no disciplinary actions or sanctions, and their advisors do not have any disclosures on their records.