Hello there! Thanks for taking a look at FORCE ACRES, LLC.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating and managing personalized financial plans
- Offers a range of financial services, including investment management, tax planning, and retirement planning
- Focuses on building long-term relationships with clients to help them achieve their financial goals
Facts and Insights
FORCE ACRES, LLC is a financial advisory firm that was founded in 2005. With over 15 years of experience, the firm has established itself as a trusted advisor for individuals and businesses seeking sound financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- College planning
Client Types
- Individuals
- High-net-worth individuals
- Small businesses
- Non-profit organizations
Fees & Compensation
FORCE ACRES, 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 client’s, as the firm’s compensation is tied to the performance of the client’s investments. The firm also offers hourly or flat-rate fees for specific services, depending on the client’s needs.
Background
The team at FORCE ACRES, LLC is comprised of highly qualified and experienced financial advisors who are dedicated to helping clients achieve their financial goals. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), demonstrating their expertise in the financial industry.
Financial Advisor Disclosures to Know
FORCE ACRES, LLC operates with transparency and integrity, and as such, it is important for clients to be aware of any potential conflicts of interest that may arise. The firm’s advisors disclose any potential conflicts and strive to provide unbiased advice that is in the best interest of the client.