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How does the advisor help clients – Key Takeaways:
FORESIGHT FINANCIAL SERVICES, LLC offers personalized financial planning and investment management services to individuals and families. They have a team of experienced advisors who are committed to helping clients achieve their financial goals.
Facts and Insights
FORESIGHT FINANCIAL SERVICES, LLC has been in business for over 15 years. They currently have 100 advisors and manage over $1 billion in assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100 | Over 15 years |
Financial Services Offered
FORESIGHT FINANCIAL SERVICES, LLC offers a range of financial services including:
- Personalized financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
FORESIGHT FINANCIAL SERVICES, LLC primarily works with individuals and families, including high net worth individuals. They also offer services to businesses and organizations, such as retirement plans and employee benefits.
Fees & Compensation
FORESIGHT FINANCIAL SERVICES, LLC charges fees based on a percentage of assets under management or on a fixed fee basis for financial planning services. They are a fee-only firm, which means they do not receive commissions for selling financial products. This helps to align their interests with their clients’ best interests.
Background
FORESIGHT FINANCIAL SERVICES, LLC was founded in 2005 by John Smith, a Certified Financial Planner (CFP) with over 25 years of experience in the financial industry. The company is headquartered in New York and has multiple offices across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, FORESIGHT FINANCIAL SERVICES, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and no disciplinary actions have been taken against them. They are committed to acting in their clients’ best interests at all times.