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How Does the Advisor Help Clients – Key Takeaways:
As an experienced financial expert, GUIDED CHOICE ASSET MANAGEMENT, INC. (GCA) offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. Their team of expert advisors provides personalized investment advice and guidance to individuals, families, and businesses, helping them make informed decisions for their financial future.
Facts and Insights:
GCA was founded in 2002 and has been in business for over 19 years. With a team of 30 advisors, they have successfully managed a total of $2 billion in assets under management (AUM) as of 2021. GCA has gained a reputation in the industry for providing high-quality financial services and personalized advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $2 billion | 30 |
Financial Services Offered:
GCA offers a comprehensive range of financial services to help clients achieve their financial goals. These include investment management, retirement planning, college planning, estate planning, and tax planning. They also provide guidance on insurance and risk management strategies to protect their clients’ assets.
Client Types:
GCA caters to a wide range of clients, including individuals, families, and businesses, with varying financial needs and goals. Their experienced advisors work closely with each client to understand their unique financial situation and create a customized plan to help them achieve their goals.
Fees & Compensation:
The fees and compensation structure at GCA is transparent and based on a fee-only model. This means that their advisors are only compensated by their clients and do not receive any commissions, ensuring that their advice is unbiased and in the best interest of their clients. The fees charged by GCA are based on a percentage of the assets under management, allowing clients to benefit from the firm’s performance.
Background:
GCA is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and operates as a fiduciary, meaning they are legally obligated to act in their clients’ best interests. This sets them apart from brokers and other financial advisors who may have conflicts of interest. GCA’s team of advisors has a combined experience of over 100 years, making them a trusted and reliable source for financial advice.
Financial Advisor Disclosures to Know:
GCA believes in transparent communication and makes all necessary disclosures available to their clients. These include any potential conflicts of interest and the fees charged for their services. They also have a strict code of conduct and adhere to all regulatory requirements to ensure the safety and security of their clients’ assets.