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How does the advisor help clients – Key Takeaways:
At Family Financial Services, LLC, clients can expect to receive expert financial guidance and solutions tailored to their unique needs. With a dedicated and experienced team of financial advisors, the firm aims to help families and individuals achieve their financial goals and secure their financial future.
Some key takeaways of the services offered by Family Financial Services, LLC include:
- Personalized financial planning and advice
- Portfolio management and investment strategies
- Estate planning and wealth transfer solutions
- Retirement planning and income strategies
- Tax planning and minimization strategies
- Insurance and risk management solutions
Facts and Insights
Founded in 2005, Family Financial Services, LLC has been serving clients for over 15 years. As of 2021, the firm manages over $1 billion in assets under management (AUM) and has a team of 20 advisors.
According to a recent survey, 95% of clients report being satisfied with the services provided by Family Financial Services, LLC. The firm’s high retention rate demonstrates its commitment to delivering quality financial guidance and support to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | AUM |
|---|---|---|
| 2005 | 20 | $1 billion |
Financial Services Offered
Family Financial Services, LLC offers a comprehensive range of financial services to help clients meet their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
The firm primarily works with individuals, families, and small business owners. Their clients come from diverse backgrounds and have a wide range of financial needs and goals. The firm also serves high net worth individuals and provides specialized services to help them preserve and grow their wealth.
Fees & Compensation
Family Financial Services, LLC believes in transparent and fair fee structures. The firm primarily charges a percentage of AUM as an annual management fee, which is typically around 1%. For standalone financial planning services, the firm charges an hourly or flat fee, depending on the complexity of the client’s situation. The firm also offers fee-based services, which means that they may earn commission from certain financial products they recommend, but their advisors act as fiduciaries and always prioritize the client’s best interests.
Background
The team at Family Financial Services, LLC consists of highly qualified and experienced financial advisors who hold various credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also has a strong support team and is backed by a reputable custodian to ensure the safety and security of client assets.
Financial Advisor Disclosures to Know
As a registered investment advisor, Family Financial Services, LLC must adhere to strict regulations and disclosure requirements. Some important disclosures to know about the firm include:
- The firm has no disclosures on its record with regulatory authorities
- The firm does not have any legal or disciplinary actions against it
- Some advisors at the firm may have individual disclosures, which can be found on the SEC or FINRA websites