How does the advisor help clients – Key Takeaways:
Gould Tactical Growth LLC is a leading financial advisor firm that provides expert financial guidance to its clients. The firm’s mission is to assist clients in achieving their financial goals through strategic planning and investment management. With their team of experienced professionals, Gould Tactical Growth LLC goes beyond just providing financial advice, they also educate their clients on financial strategies and investment options.
Facts and Insights
Founded in 2005, Gould Tactical Growth LLC has been serving clients for over 15 years. With their headquarters in New York City, the firm has expanded their reach to assist clients across the country. The firm has a dedicated team of financial advisors who have a wealth of knowledge and expertise in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 15 |
| 2019 | $400 million | 12 |
| 2018 | $350 million | 10 |
Financial Services Offered
Gould Tactical Growth LLC offers a range of financial services to cater to the diverse needs of their clients. Their main services include investment management, financial planning, retirement planning, tax planning, and estate planning. These services are tailored to meet the unique financial goals and objectives of each client.
Client Types
The firm serves a wide range of clients, including individuals, families, and small businesses. Their financial advisors have extensive experience working with clients from various backgrounds and understand the importance of individualized financial planning. They also work with high-net-worth clients to provide specialized financial services to help them preserve and grow their wealth.
Fees & Compensation
Gould Tactical Growth LLC operates on a fee-based compensation structure, which means that they charge a percentage of the assets under their management as their fee. This aligns the firm’s interests with that of their clients, as they only benefit when their clients’ investments grow. The fees charged by the firm are transparent and based on the services provided to the client.
Background
The founder of Gould Tactical Growth LLC, John Gould, has over 25 years of experience in the financial industry. He has a strong background in investment management and financial planning, and he has built a team of like-minded professionals who share his passion for helping clients achieve their financial goals. The firm’s success can be attributed to their commitment to providing personalized and comprehensive financial solutions to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Gould Tactical Growth LLC is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. This ensures that their clients’ interests always come first, and there are no conflicts of interest. Additionally, the firm has a clean disciplinary record, with no legal or regulatory actions against them.