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Facts and Insights
FOUNDERS’ CO-OP GENERAL PARTNER III, LLC is a financial advisory firm that provides expert guidance to its clients. With a team of experienced professionals, the firm offers a range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial advice from experienced professionals
- Customized financial plans tailored to each client’s unique needs
- Comprehensive financial services to cover all aspects of wealth management
- An emphasis on risk management to protect client’s assets
- Constant monitoring and review of client’s portfolio to ensure alignment with goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
- Education Planning
- Debt Management
Client Types
- High Net Worth Individuals
- Ultra High Net Worth Individuals
- Family Offices
- Corporate Executives
- Small Business Owners
- Non-Profit Organizations
Fees & Compensation
FOUNDERS’ CO-OP GENERAL PARTNER III, LLC charges a percentage of assets under management as their fee. The exact percentage is based on the size of the client’s portfolio and the complexity of their financial situation. The firm does not receive any commissions or compensation from third parties, ensuring that their advice is always in the best interest of their clients.
Background
FOUNDERS’ CO-OP GENERAL PARTNER III, LLC was founded in 2001 and has been providing financial advisory services for over 20 years. The firm is led by a team of experienced financial professionals who have a diverse range of expertise and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
FOUNDERS’ CO-OP GENERAL PARTNER III, LLC has a clean record with no disciplinary actions. The firm prides itself on its ethical and transparent approach to financial advising, and always puts their clients’ interests first.