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FINANCIAL ADVISORS CONSORTIUM, INC. is a premier financial consulting firm that provides expert guidance and assistance to individuals and businesses in managing their wealth and achieving their financial goals. The company prides itself on its team of highly experienced and knowledgeable financial advisors, who provide personalized and customized solutions to each client’s unique financial needs.
How does the advisor help clients – Key Takeaways:
– Offers expert financial guidance and assistance to clients
– Provides personalized and customized solutions for each client’s unique financial needs
– Helps clients achieve their financial goals and manage their wealth effectively
Facts and Insights
Assets Under Management: $1.2 billion (as of December 2020)
Number of Advisors: 15
Time in Business: 10 years
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Risk management
– Business planning
– Financial education and workshops
Client Types
– High net worth individuals
– Business owners
– Professionals and executives
– Families and individuals
– Non-profit organizations
Fees & Compensation
FINANCIAL ADVISORS CONSORTIUM, INC. offers a fee-based compensation structure, where advisors are compensated based on a percentage of assets under management. This ensures that the advisors’ interests are aligned with those of their clients, as their compensation is directly linked to the performance of the clients’ investments.
Background
The company was founded in 2010 by a team of experienced and reputable financial advisors. Since then, it has grown to become one of the most trusted and sought-after firms in the industry. The company’s success can be attributed to its commitment to providing exceptional service and expert financial guidance to its clients.
Financial Advisor Disclosures to Know
– FINANCIAL ADVISORS CONSORTIUM, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
– All advisors are required to adhere to the fiduciary standard, which means they are legally obligated to always act in the best interests of their clients.
– The firm has no disclosures reported on its Form ADV, which is required by the SEC and can be found publicly on their website.
In conclusion, FINANCIAL ADVISORS CONSORTIUM, INC. is a reputable and reliable financial consulting firm that provides expert guidance and assistance to help clients achieve their financial goals. With a team of highly experienced and knowledgeable financial advisors, the company offers personalized and customized solutions to meet each client’s unique financial needs. Through their fee-based compensation structure and commitment to the fiduciary standard, clients can trust that their interests are always the top priority.