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How does the advisor help clients – Key Takeaways:
Gilbert Rich & Associates is a trusted financial consulting firm that provides expert advice and guidance to clients in managing their finances. They offer a wide range of financial services and cater to clients of all types, including individuals, families, and businesses. With their personalized approach and dedication to their clients’ success, Gilbert Rich & Associates has established itself as a leader in the financial industry.
Facts and Insights:
Gilbert Rich & Associates has been in the business for over 20 years, serving clients with top-notch financial advisory services. With a team of highly qualified and experienced financial experts, they have helped numerous individuals and businesses achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 Million | 10 | 20 Years |
Financial Services Offered:
- Investment planning and management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Business planning and consulting
- Debt management
Client Types:
- Individuals
- High net worth individuals
- Families
- Small business owners
- Corporate clients
Fees & Compensation:
Gilbert Rich & Associates operates on a fee-only basis, meaning they do not receive commissions for the products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of the assets they manage, providing an incentive for them to help their clients grow their wealth.
Background:
Gilbert Rich & Associates was founded by Gilbert Rich, a seasoned financial consultant, with a vision to provide personalized and comprehensive financial advice to clients. With a team of highly qualified and experienced professionals, they are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Gilbert Rich & Associates is required to disclose any potential conflicts of interest to their clients. This ensures transparency and allows clients to make informed decisions. Additionally, their advisors have no legal or disciplinary actions against them, providing clients with peace of mind.