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How does the advisor help clients – Key Takeaways:
FINANCIAL COUNSEL, LLC is a trusted financial counseling firm that provides top-notch advice and guidance to clients on important financial matters. Their team of expert advisors has extensive knowledge and experience in the financial industry, allowing them to help clients achieve their financial goals and make informed decisions.
Below are key takeaways on how FINANCIAL COUNSEL, LLC helps their clients:
- Offering personalized financial counseling and advice tailored to each client’s specific needs and goals.
- Providing comprehensive financial planning services to help clients reach their long-term financial objectives.
- Offering access to a wide range of financial products, services, and resources.
- Empowering clients to make informed financial decisions through education and guidance.
Facts and Insights
Founded in 1995, FINANCIAL COUNSEL, LLC has been in the financial industry for over 25 years. During this time, they have established a strong reputation for providing quality financial advice and services to their clients. They currently manage over $500 million in assets and have a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
FINANCIAL COUNSEL, LLC offers a wide range of financial services to meet their clients’ diverse needs. They provide personalized solutions for each client’s financial situation, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
FINANCIAL COUNSEL, LLC serves a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services to create customized solutions for each individual.
Fees & Compensation
FINANCIAL COUNSEL, LLC operates on a fee-only basis, which means they do not receive commission from the products they recommend. This ensures that their recommendations are always in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
FINANCIAL COUNSEL, LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. He has assembled a team of experienced financial advisors who share his passion for helping clients make sound financial decisions and achieve their goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINANCIAL COUNSEL, LLC is bound to act in the best interest of their clients and fully disclose any potential conflicts of interest. They have no disciplinary actions or disclosures to report, ensuring that clients can trust their services and recommendations.