How does the advisor help clients – Key Takeaways:
The FOUNDATIONAL FINANCIAL ADVISORS, LLC offers comprehensive financial planning services to help clients achieve their financial goals. They specialize in investment management, retirement planning, tax planning, and estate planning.
Facts and Insights:
- The firm has been in business for 15 years, with a team of 10 experienced advisors.
- The assets under management (AUM) for the firm is $500 million.
- On average, the firm serves around 500 clients, with an average account size of $1 million.
- The firm has a strong track record of delivering positive returns for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Number of Advisors | Assets Under Management |
|---|---|---|
| 15 years | 10 | $500 million |
Financial Services Offered:
The FOUNDATIONAL FINANCIAL ADVISORS, LLC provides a range of financial services to meet the diverse needs of their clients. These include:
- Investment Management: The firm offers customized investment strategies tailored to each client’s risk tolerance and financial goals.
- Retirement Planning: The advisors help clients develop a retirement plan that takes into account their current financial situation and future income needs.
- Tax Planning: The firm offers tax planning strategies to minimize tax liability and maximize financial returns.
- Estate Planning: The advisors assist clients in creating an estate plan to manage and distribute their assets according to their wishes.
Client Types:
The FOUNDATIONAL FINANCIAL ADVISORS, LLC primarily serves high net worth individuals, families, and small business owners. They work closely with each client to understand their specific needs and develop personalized financial solutions.
Fees & Compensation:
The firm charges a fee based on a percentage of the assets under management, ranging from 1% to 2% annually. They do not receive any commissions or incentives from investment products, ensuring unbiased financial advice for clients.
Background:
The founders of FOUNDATIONAL FINANCIAL ADVISORS, LLC have over 25 years of experience in the financial industry. They are dedicated to providing professional, transparent, and ethical financial services to their clients.
Financial Advisor Disclosures to Know:
The advisors at FOUNDATIONAL FINANCIAL ADVISORS, LLC hold the necessary licenses and registrations to provide financial advice. They also have a clean record, with no disciplinary actions taken against them.