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How does the advisor help clients – Key Takeaways:
As a leader in the financial industry, ICANIVEST, LLC offers a variety of services tailored to meet the individual needs and goals of their clients. Through their team of experienced and knowledgeable advisors, they aim to provide holistic financial planning and investment solutions that prioritize their clients’ financial well-being.
- Goal-Oriented Approach – The advisors at ICANIVEST, LLC take a goal-oriented approach when working with clients, emphasizing the importance of setting clear and achievable financial goals to help guide the planning and investment process.
- Comprehensive Financial Planning – Clients can expect to receive comprehensive financial planning services that cover everything from retirement planning to tax strategies, ensuring their entire financial picture is taken into account.
- Personalized Investment Strategies – With a deep understanding of their clients’ needs and goals, the advisors at ICANIVEST, LLC create customized investment strategies that align with their risk tolerance and long-term objectives.
Facts and Insights
Founded in 2005, ICANIVEST, LLC has quickly established itself as a trusted and reputable financial advisory firm. With offices located across the country, they are able to serve a diverse range of clients, from individuals and families to small business owners and corporations. Their team of advisors boasts an impressive array of credentials and experience, making them well-equipped to handle a wide range of financial needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 16 years |
Financial Services Offered
ICANIVEST, LLC offers a wide range of financial services designed to help clients achieve their unique financial goals and maximize their wealth. These services include:
- Retirement Planning – Helping clients create and maintain a sustainable income during their retirement years.
- Investment Management – Building customized investment strategies tailored to clients’ risk tolerance and long-term goals.
- Tax Planning and Management – Developing strategies to minimize tax liabilities and maximize investments.
- Estate Planning – Ensuring clients’ assets are distributed according to their wishes and minimizing potential tax consequences.
Client Types
ICANIVEST, LLC works with a diverse group of clients, including individuals, families, small business owners, and corporations. Their services can be customized to meet the unique needs and goals of each specific client. Whether a client is just starting out in their career or nearing retirement, ICANIVEST, LLC has the expertise and resources to help them achieve their financial goals.
Fees & Compensation
ICANIVEST, LLC operates on a fee-based structure, with fees typically based on the assets under management. This means that the more assets a client has under the firm’s management, the higher the fees will be. However, these fees also include comprehensive financial planning and ongoing support, making it a valuable and cost-effective option for clients seeking holistic financial guidance and investment management.
Background
ICANIVEST, LLC was founded in 2005 with the goal of providing personalized and comprehensive financial services to clients. The firm is headquartered in New York, with additional offices located across the United States. The team at ICANIVEST, LLC is made up of experienced and knowledgeable advisors who are committed to helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of certain disclosures and potential conflicts of interest. Some key disclosures that clients should know about ICANIVEST, LLC include:
- Fiduciary Responsibility – As a registered investment advisor, ICANIVEST, LLC has a fiduciary responsibility to act in the best interests of their clients.
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