How does the advisor help clients – Key Takeaways:
FILICE RETIREMENT SERVICES provides financial expertise to its clients in an efficient and professional manner. The company is dedicated to helping its clients achieve their retirement goals by providing personalized and comprehensive financial planning services.
Facts and Insights:
FILICE RETIREMENT SERVICES was established in 1989 and has been in the financial services industry for over 30 years. It currently has over $500 million in assets under management and a team of experienced and knowledgeable advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | Not disclosed | Over 30 years |
Financial Services Offered:
FILICE RETIREMENT SERVICES offers a wide range of financial services to its clients, including retirement planning, investment management, tax planning, and estate planning. The company utilizes a holistic approach to financial planning and takes into consideration each client’s unique goals and needs.
Client Types:
The company caters to a diverse range of clients, including individuals, families, and businesses. FILICE RETIREMENT SERVICES takes pride in its ability to tailor its services to meet the specific needs of each client.
Fees & Compensation:
FILICE RETIREMENT SERVICES charges a fee based on assets under management, with rates varying based on the size of the portfolio. The company is transparent about its fee structure and fully discloses all fees and expenses to its clients upfront.
Background:
FILICE RETIREMENT SERVICES was founded by John Filice, a seasoned financial advisor with decades of experience in the industry. He leads a team of experienced and knowledgeable advisors who have a deep understanding of the complexities of the financial markets and retirement planning.
Financial Advisor Disclosures to Know:
FILICE RETIREMENT SERVICES is a registered investment advisor with the Securities and Exchange Commission (SEC). The company has a fiduciary duty to act in the best interests of its clients and fully discloses any conflicts of interest that may arise.