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Welcome to FINTENTIONAL LLC
FINTENTIONAL LLC is a well-known financial firm that offers expert guidance and services to clients across the country. With a team of highly skilled financial advisors, we pride ourselves on providing personalized strategies and solutions to help clients reach their financial goals.
How does the advisor help clients – Key Takeaways:
FINTENTIONAL LLC goes above and beyond to assist clients in achieving financial success. Here are some key insights into how our advisors help clients:
- Creating customized financial plans tailored to each client’s unique needs and goals
- Offering ongoing support and guidance throughout the entire financial journey
- Using the latest technology and tools to analyze and monitor client portfolios
- Providing unbiased and objective advice based on thorough research and analysis
- Continuously staying updated on industry trends and developments to provide the best strategies for our clients
Facts and Insights
FINTENTIONAL LLC was founded in 2005 and has since served numerous clients with their financial needs. As of 2021, our firm has over $2 billion in assets under management and a team of 50 experienced advisors working tirelessly to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 50 |
Financial Services Offered
FINTENTIONAL LLC offers a wide range of financial services to cater to the diverse needs of our clients. Some of our services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Risk management
- College planning
Client Types
We work with a variety of clients from different backgrounds and industries, including:
- High-net-worth individuals and families
- Business owners
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
At FINTENTIONAL LLC, we believe in transparency when it comes to our fees and compensation. Our fees are based on a percentage of assets under management, ensuring that our interests are aligned with our clients. We do not receive any commissions for recommending specific products or services, ensuring that our advice is always unbiased and in the best interest of our clients.
Background
FINTENTIONAL LLC was founded by industry veterans who have years of experience and knowledge in the financial industry. Our team of advisors is highly qualified and continuously undergoes training and education to stay at the forefront of the ever-changing financial landscape.
Financial Advisor Disclosures to Know
As a registered investment advisor, FINTENTIONAL LLC is required to disclose any potential conflicts of interest or disciplinary actions by our advisors. Our firm has a clean record with no disciplinary actions taken against us. We pride ourselves on our ethical and professional standards, always putting the best interest of our clients first.