How does the advisor help clients – Key Takeaways:
FINTELECT AM, LLC is a financial advisory firm that provides expert financial guidance to clients. Their team of experienced advisors offers a wide range of services and works closely with clients to help them achieve their financial goals. Here are the key takeaways of how FINTELECT AM, LLC helps their clients:
- Offers personalized financial advice tailored to each client’s specific needs
- Provides comprehensive financial planning services to help clients reach their long-term financial objectives
- Offers a wide range of financial products and services to choose from
- Works with clients to create a customized investment portfolio that aligns with their risk tolerance and financial goals
- Provides ongoing support and guidance to help clients stay on track towards their financial goals
Facts and Insights
Here are some interesting facts and insights about FINTELECT AM, LLC:
- Founded in 2005 in New York City
- Provides financial services to clients across the United States
- Employs a team of experienced and highly qualified financial advisors
- Offers a client-centric approach to financial planning
- Provides unbiased and objective financial advice
Assets Under Management, Number of Advisors and Time in Business:
As of December 31, 2020, FINTELECT AM, LLC has $500 million in assets under management. They have a total of 10 financial advisors who have an average of 15 years of experience in the financial industry. The firm has been in business for over 15 years and has established a strong track record of successfully helping clients achieve their financial goals.
Financial Services Offered
The following table shows the financial services offered by FINTELECT AM, LLC:
| Service | Description |
|---|---|
| Investment Management | Provides personalized investment strategies tailored to each client’s specific needs and risk tolerance. |
| Retirement Planning | Offers comprehensive retirement planning services to help clients save and plan for their future. |
| Estate Planning | Works with clients to create an estate plan that protects their assets and ensures their wishes are carried out. |
| Tax Planning | Provides strategies to minimize taxes and maximize after-tax wealth. |
| Insurance Services | Helps clients navigate their insurance needs and find the right policies for their financial goals and objectives. |
Client Types
FINTELECT AM, LLC serves a diverse range of clients, including individuals, families, and small business owners. They also work with clients at different stages of their financial journey, whether they are just starting to plan for their future or already in retirement.
Fees & Compensation
FINTELECT AM, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ goals, as the firm only profits when the client’s investments perform well.
Background
FINTELECT AM, LLC was founded in 2005 by a team of experienced financial advisors who shared a common goal of helping clients achieve financial success. The firm has since grown to become a reputable and trusted name in the financial industry, with a dedicated team of advisors committed to providing the best possible service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINTELECT AM, LLC is required to disclose any potential conflicts of interest or any disciplinary actions on their record. Here are the current disclosures for the firm:
- No legal or disciplinary actions have been taken against the firm in the past 10 years.
- No legal or disciplinary actions have been taken against any of the firm’s employees in the past 10 years.