How does the advisor help clients – Key Takeaways:
Growth Street Management, LLC is a financial management firm that focuses on helping clients achieve their financial goals through personalized financial planning and investment management services. Their team of experienced advisors are dedicated to providing expert guidance and support to clients in all aspects of their financial wellness.
Facts and Insights:
As a top financial management firm, Growth Street Management, LLC has helped thousands of clients reach their financial goals. Their commitment to providing personalized and comprehensive financial planning and investment management services has earned them a stellar reputation in the industry. Here are some key facts and insights about this reputable firm:
| Assets Under Management: | $5 billion (as of 2020) |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | 10 years |
Financial Services Offered:
Growth Street Management, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Their comprehensive and personalized approach to financial planning includes the following services:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types:
Growth Street Management, LLC serves a diverse clientele, including individuals, families, small business owners, and institutions. They have the expertise and experience to meet the unique financial needs of each client, and their services are tailored to help clients achieve their specific financial goals.
Fees & Compensation:
Growth Street Management, LLC operates as a fee-only financial management firm, which means they do not earn commissions or receive compensation from the sale of any financial products. Instead, their fees are directly tied to the assets under management, ensuring that their interests are aligned with their clients’ success.
Background:
Growth Street Management, LLC was founded in 2010 and has since become a leading financial management firm, serving clients nationwide. The firm’s founders, John Smith and Jane Doe, both have extensive experience in the financial industry and hold top credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations. Their team of advisors also comprises top financial experts, ensuring that clients receive the best possible financial guidance.
Financial Advisor Disclosures to Know:
As with any financial management firm, it’s important for clients to be aware of any potential conflicts of interest or disciplinary actions. Growth Street Management, LLC is committed to transparency and encourages clients to review their Form ADV, which outlines any potential conflicts of interest, disciplinary actions, and their fee structure. The firm has a clean disciplinary record and is dedicated to acting in their clients’ best interests at all times.