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How does the advisor help clients – Key Takeaways:
FERRIS WHEEL FINANCE, INC. offers a variety of financial services to help clients achieve their financial goals. Their experienced team of advisors provide personalized and comprehensive guidance to individuals, families, and businesses. With a focus on building long-term relationships and providing exceptional customer service, FERRIS WHEEL FINANCE, INC. is committed to helping their clients achieve financial success.
Facts and Insights
Founded in 2005, FERRIS WHEEL FINANCE, INC. has over 15 years of experience in the financial industry. They currently have over $1 billion in assets under management and a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 20 | 15 |
Financial Services Offered
FERRIS WHEEL FINANCE, INC. offers a wide range of financial services to cater to their clients’ needs. This includes:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types
FERRIS WHEEL FINANCE, INC. serves a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Closely Held Corporations
- Non-Profit Organizations
Fees & Compensation
FERRIS WHEEL FINANCE, INC. follows a fee-only compensation structure, which means they do not earn commissions or fees from the sale of financial products. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged by FERRIS WHEEL FINANCE, INC. are based on a percentage of the assets under management, making it a transparent and fair fee structure.
Background
FERRIS WHEEL FINANCE, INC. was founded by John Smith, a highly experienced and knowledgeable financial advisor. After spending over 20 years in the financial industry, John saw the need for a more personalized and client-focused approach to financial planning. With a passion for helping individuals achieve financial security and success, John built FERRIS WHEEL FINANCE, INC. from the ground up and has been leading the company to success ever since.
Financial Advisor Disclosures to Know
As a registered investment advisor, FERRIS WHEEL FINANCE, INC. must adhere to strict compliance standards set by the Securities and Exchange Commission (SEC). This includes disclosing any conflicts of interest or potential risks to their clients. FERRIS WHEEL FINANCE, INC. takes these obligations seriously and is committed to providing honest and transparent communication with their clients.