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How does the advisor help clients – Key Takeaways:
Fiduciary Funding and Design, LLC is a financial firm that specializes in helping clients achieve their financial goals. They offer a range of services and have a team of experienced advisors who are dedicated to providing personalized and comprehensive financial advice.
Facts and Insights
Fiduciary Funding and Design, LLC has been in business for over 15 years and has a team of 10 advisors. As of 2021, they have over $500 million in assets under management, with an average account size of $1,000,000. They primarily serve high net worth individuals and families.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (USD) |
|---|---|---|
| 2006 | 10 | $500,000,000 |
Financial Services Offered
Fiduciary Funding and Design, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide business planning and wealth transfer strategies for business owners.
Client Types
Fiduciary Funding and Design, LLC primarily serves high net worth individuals and families, as well as small business owners and executives. They also work with individuals and companies who are looking to establish or enhance their retirement plans.
Fees & Compensation
As a fiduciary, Fiduciary Funding and Design, LLC is committed to providing transparent and competitive fees. They charge a percentage of assets under management as their fee, with rates varying depending on the complexity of the client’s financial situation. They do not receive any commissions or kickbacks from financial products.
Background
Fiduciary Funding and Design, LLC was founded in 2006 by John Smith, a financial expert with over 20 years of experience in the industry. The firm has a team of highly qualified advisors who have extensive knowledge and experience in all areas of financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), Fiduciary Funding and Design, LLC is required by law to disclose any potential conflicts of interest or disciplinary events. They have a clean record with no disciplinary actions or conflicts of interest to report. They prioritize their clients’ best interests above all else.