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Grace Financial Advisors LLC is a leading financial advisory firm dedicated to helping individuals, families, and businesses achieve their financial goals. With a team of highly qualified and experienced advisors, Grace Financial Advisors LLC provides comprehensive financial planning, investment management, and other financial services to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized and customized financial planning based on each client’s unique goals and needs.
- Offers unbiased and objective financial advice to help clients make informed decisions about their money.
- Utilizes a team-based approach to ensure clients receive the best possible service and expertise.
- Provides ongoing support and guidance to clients throughout their financial journey.
Facts and Insights
As a trusted financial expert, Grace Financial Advisors LLC has helped numerous clients achieve financial success and stability. Here are some key facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
Grace Financial Advisors LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
Grace Financial Advisors LLC serves a diverse group of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Trusts and estates
Fees & Compensation
At Grace Financial Advisors LLC, transparency and fairness are top priorities. The firm works on a fee-only basis, meaning they do not receive any commissions for investment recommendations. Instead, clients pay a fee based on a percentage of their assets under management, ensuring that the firm’s interests are aligned with those of their clients.
Background
Grace Financial Advisors LLC was founded in 2005 by John Grace, a highly experienced and knowledgeable financial expert with over 25 years of experience in the industry. He leads a team of dedicated advisors who are committed to helping clients achieve their financial goals through sound advice, personalized solutions, and exceptional service.
Financial Advisor Disclosures to Know
As a registered investment advisor, Grace Financial Advisors LLC is committed to operating with integrity and transparency. It is important for clients to be aware of any potential conflicts of interest, which is why the firm discloses any potential conflicts and any disciplinary actions or events in their ADV form.