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How does the advisor help clients – Key Takeaways:
I3 Investment Partners, LLC is a financial advisory firm that specializes in providing quality financial guidance and expertise to its clients. With a team of experienced financial experts, I3 Investment Partners, LLC offers a range of comprehensive financial services to help clients achieve their financial goals.
Facts and Insights
I3 Investment Partners, LLC has been in business for over 10 years, providing financial services that are tailored to each individual client’s needs. The firm has a strong track record of success and is known for its reliable and efficient services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Started | Number of Advisors | Assets Under Management |
|---|---|---|
| 2009 | 10 | $500 million |
| 2014 | 20 | $1 billion |
| 2019 | 30 | $2 billion |
Financial Services Offered
I3 Investment Partners, LLC offers a variety of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning and analysis
- Education planning
Client Types
I3 Investment Partners, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm has experience working with clients from different backgrounds and understands the unique financial needs and goals of each client.
Fees & Compensation
I3 Investment Partners, LLC is a fee-only firm, meaning that they do not earn commissions from the sale of financial products. This allows them to provide unbiased financial advice and recommendations to their clients. The firm charges a percentage of assets under management as their fee, which is typically lower than industry average.
Background
The team at I3 Investment Partners, LLC is composed of highly qualified and experienced financial experts. Their advisors have a minimum of 10 years of industry experience and hold various professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a financial expert, I3 Investment Partners, LLC takes disclosure seriously and believes in maintaining transparency with its clients. The firm provides a Form ADV to clients, which includes information on their services, fees, and potential conflicts of interest. I3 Investment Partners, LLC is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC), ensuring that they adhere to strict industry standards and regulations.