How does the advisor help clients – Key Takeaways:
FULL COURT STRATEGIC WEALTH, LLC is a financial advisory firm that specializes in providing comprehensive wealth management services to its clients. The firm’s team of financial experts helps clients achieve their financial goals and secure their financial future through a personalized approach and strategic advice.
Facts and Insights
The following table provides an overview of key numbers for FULL COURT STRATEGIC WEALTH, LLC:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
FULL COURT STRATEGIC WEALTH, LLC offers a range of financial services to its clients including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
The firm provides its services to individuals, families, and small businesses. They have experience working with clients from various backgrounds and financial situations.
Fees & Compensation
FULL COURT STRATEGIC WEALTH, LLC is a fee-only advisory firm, which means they do not earn commissions or receive any form of compensation from financial products they recommend to clients. Instead, the firm charges a percentage of the client’s AUM as well as an annual retainer fee for their services.
Background
FULL COURT STRATEGIC WEALTH, LLC was founded in 2010 and is headquartered in New York City. The firm is led by a team of experienced financial advisors who have extensive knowledge and expertise in the financial industry. They use a data-driven approach and cutting-edge technology to provide the best services to their clients.
Financial Advisor Disclosures to Know
As a reputable financial advisor, FULL COURT STRATEGIC WEALTH, LLC is committed to transparency and disclosure. Clients should be aware of the following important information:
- They have no disciplinary actions or regulatory events disclosed.
- The firm does not have any conflicts of interest.
- They have a fiduciary duty to act in the best interest of their clients.