How does the advisor help clients – Key Takeaways:
- Guerra Advisory Services is a team of financial experts with years of experience in the industry.
- They offer a wide range of financial services to help clients achieve their financial goals.
- Their fees and compensation structure is transparent and in line with industry standards.
- They have a thorough understanding of different client types and tailor their services accordingly.
- Their exceptional track record and extensive client base are a testament to their expertise and success.
Facts and Insights
Guerra Advisory Services is a leading financial advisory firm that assists clients in managing their wealth and achieving their financial objectives. With a team of experienced financial experts, they provide personalized and comprehensive financial planning solutions to their clients.
Their approach combines industry knowledge, market insights, and years of experience to offer customized solutions that cater to the needs and goals of their clients. They are committed to helping clients navigate the complexities of the financial world and make informed decisions to secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Risk management and insurance
- Debt management
Client Types
Guerra Advisory Services caters to a diverse range of clients, including high net worth individuals, families, and business owners. They have the expertise and experience to understand the unique financial needs and goals of each client and offer tailored solutions to help them achieve their objectives.
Fees & Compensation
Guerra Advisory Services follows a transparent fee structure, and their compensation is based on the assets they manage for their clients. They charge a percentage of the total assets under management, which is in line with industry standards. This structure aligns their interests with that of their clients and encourages them to actively manage and grow their clients’ portfolios.
Background
Guerra Advisory Services was founded by Michael Guerra in 2005. With over 25 years of experience in the financial industry, Michael is a highly respected and sought-after financial advisor. He has built a team of dedicated and knowledgeable financial experts who share his commitment to providing exceptional financial planning services. Together, they have helped hundreds of clients achieve their financial goals and build a secure financial future.
Financial Advisor Disclosures to Know
- Guerra Advisory Services is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a clean record with no disciplinary actions or regulatory sanctions.
- They have a fiduciary duty to act in the best interests of their clients and uphold the highest ethical standards.