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How does the advisor help clients – Key Takeaways:
GOOD BALANCE FP LLC is a financial advisory firm that provides expert financial advice and services to its clients. With years of experience and knowledge in the industry, the advisors at GOOD BALANCE FP LLC are dedicated to helping their clients achieve their financial goals and objectives.
Facts and Insights
GOOD BALANCE FP LLC has been in the financial advisory business for over 10 years, serving a wide range of clients from individuals to small businesses. The firm has a team of experienced and highly qualified advisors who are committed to providing personalized financial solutions and strategies for their clients.
As of 2020, GOOD BALANCE FP LLC had $50 million in assets under management and employed 10 financial advisors. This makes the firm a mid-sized player in the financial advisory industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2020 | $50 million | 10 |
| 2019 | $45 million | 8 |
| 2018 | $40 million | 7 |
Financial Services Offered
GOOD BALANCE FP LLC offers a comprehensive range of financial services to its clients. This includes financial planning, investment management, tax planning, retirement planning, estate planning, and insurance solutions. The advisors at GOOD BALANCE FP LLC work closely with their clients to understand their unique financial needs and create customized strategies to help them achieve their goals.
Client Types
The clients of GOOD BALANCE FP LLC vary from individuals to small businesses. The firm serves a diverse group of clients, including high-net-worth individuals, retirees, business owners, and professionals. The advisors at GOOD BALANCE FP LLC have the expertise to cater to the financial needs of different types of clients and provide tailored solutions that meet their specific requirements.
Fees & Compensation
GOOD BALANCE FP LLC charges its clients a fee based on a percentage of their assets under management. This fee structure is transparent and aligns the interests of the firm with those of its clients. The advisors at GOOD BALANCE FP LLC do not receive any commission or third-party compensation, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
The advisors at GOOD BALANCE FP LLC have years of experience and expertise in the financial advisory industry. They hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This allows them to provide clients with high-quality financial advice and help them navigate through complex financial situations with confidence.
Financial Advisor Disclosures to Know
As a registered investment advisor, GOOD BALANCE FP LLC is required to disclose certain information to its clients. This includes any potential conflicts of interest, fees and compensation, and the firm’s investment strategies. The advisors at GOOD BALANCE FP LLC are committed to maintaining transparency and open communication with their clients to ensure they are fully informed about their financial plans and investments.