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How does the advisor help clients – Key Takeaways:
ICON FINANCIAL is a leading financial firm that provides expert guidance and support to its clients. Their team of professionals work tirelessly to help individuals and businesses achieve their financial goals and secure a stable financial future. Here are some key takeaways on how ICON FINANCIAL helps its clients:
- Expert financial advice and support
- Tailored solutions to meet individual needs
- Proactive approach towards financial planning
- Long term partnerships with clients
Facts and Insights
In today’s ever-changing market, it is crucial to have a trusted and reliable financial advisor by your side. ICON FINANCIAL has been providing its services for over 15 years and has a deep understanding of market trends and dynamics. Here are some key facts and insights about ICON FINANCIAL:
- Assets under management: $1 billion*
- Number of advisors: 50+
- Time in business: 15+ years
*As of 2021
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors | Time in Business (in years) |
|---|---|---|---|
| 2018 | $0.8 | 35 | 12 |
| 2019 | $0.9 | 40 | 13 |
| 2020 | $1.1 | 45 | 14 |
| 2021 | $1.2 | 50+ | 15+ |
Financial Services Offered
ICON FINANCIAL offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services that they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Business planning
Client Types
ICON FINANCIAL caters to a variety of clients, including individuals, families, businesses, and institutions. Their team of experts can customize their services to meet the specific needs and goals of each client. Some of the clients that ICON FINANCIAL serves are:
- High-net-worth individuals
- Business owners
- Retirees
- Non-profit organizations
- Trusts and foundations
- Corporate clients
Fees & Compensation
ICON FINANCIAL operates on a fee-based compensation model, which means that their fees are based on a percentage of the client’s assets under management. They believe in transparency and do not have any hidden fees or commissions. Additionally, they do not receive any compensation from third parties, ensuring their recommendations are in the client’s best interest.
Background
ICON FINANCIAL was founded on the principles of trust, integrity, and superior client service. They have a team of experienced professionals who have extensive knowledge and expertise in the financial industry. Their commitment to their clients and their dedication to staying ahead of market trends have made them a top financial firm in the industry.
Financial Advisor Disclosures to Know
ICON FINANCIAL is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As a registered firm, they are required to disclose certain information to their clients. Some of the important disclosures to know are:
- Any conflicts of interest
- Fees and compensation structure
- Firm’s background and experience
- Services offered
- Any disciplinary actions</li