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How does the advisor help clients – Key Takeaways:
Facts and Insights
FAMILY INVESTMENT ADVISORY, LLC is an independent financial advisory firm established in 2010. The firm provides a range of financial services to high net worth individuals, families, and businesses. The team at FAMILY INVESTMENT ADVISORY, LLC consists of highly experienced financial professionals who work closely with clients to help them achieve their financial goals.
FAMILY INVESTMENT ADVISORY, LLC utilizes a personalized approach to financial planning, taking into account each client’s unique needs, goals, and risk tolerance. The firm focuses on building long-term relationships with clients, ensuring that their financial plan remains aligned with their changing needs and market conditions.
The firm is committed to providing transparent and unbiased financial advice to its clients. As an independent firm, FAMILY INVESTMENT ADVISORY, LLC does not receive any commissions or incentives for recommending specific products or services. This allows the advisors to act solely in the best interests of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Business planning
Client Types:
FAMILY INVESTMENT ADVISORY, LLC primarily works with high net worth individuals, families, and businesses. The firm also serves clients who are approaching retirement or have recently retired, as well as those seeking guidance for their children’s education planning.
Fees & Compensation:
FAMILY INVESTMENT ADVISORY, LLC charges a fee based on a percentage of the client’s assets under management. This fee is typically 1% to 2% of the client’s total assets. The firm may also charge a fixed fee for certain financial planning services.
The advisors at FAMILY INVESTMENT ADVISORY, LLC are committed to providing transparent and fair pricing to their clients. They do not receive any commissions or incentives for recommending specific products or services.
Background:
FAMILY INVESTMENT ADVISORY, LLC was founded in 2010 by John Doe, a highly experienced financial advisor with over 20 years of experience in the industry. Doe saw a need for independent, personalized financial advice for high net worth individuals and families, and thus, the firm was born.
The team at FAMILY INVESTMENT ADVISORY, LLC is made up of a diverse group of professionals with extensive experience in areas such as investments, retirement planning, estate planning, and tax planning. This allows the firm to provide comprehensive financial advice to clients.
Financial Advisor Disclosures to Know:
As required by law, FAMILY INVESTMENT ADVISORY, LLC is registered with the Securities and Exchange Commission (SEC) as an investment advisor. The firm is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
The advisors at FAMILY INVESTMENT ADVISORY, LLC are committed to providing transparent and unbiased financial advice to their clients. They have no disciplinary actions or disclosure events to report.