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How does the advisor help clients – Key Takeaways:
IENGAGE ASSET MANAGEMENT LLC acts as a financial expert for its clients, providing crucial advice and guidance in managing their assets. They do not simply focus on managing investments, but rather take a comprehensive approach to financial planning and management, ensuring their clients’ long-term financial success.
Facts and Insights
IENGAGE ASSET MANAGEMENT LLC has been in business for over 10 years, and during that time has managed billions of dollars worth of assets for clients. As of 2020, they have over 100 advisors working with them, each brings their unique expertise to the table.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $5 billion | 100+ |
Financial Services Offered
IENGAGE ASSET MANAGEMENT LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and more. They take a holistic approach to financial management, ensuring all aspects of their clients’ financial lives are accounted for and optimized for long-term success.
Client Types
IENGAGE ASSET MANAGEMENT LLC serves a diverse range of clients, including individuals, families, small business owners, and corporations. They have advisors with specialized expertise in each of these areas, allowing them to tailor their services to meet the unique needs of each client.
Fees & Compensation
As a fee-only firm, IENGAGE ASSET MANAGEMENT LLC does not earn commissions for recommending or selling specific investments. Instead, they charge a fee based on a percentage of the assets they manage for their clients. This fee structure aligns their interests with their clients’ interests, as they only earn more when their clients succeed.
Background
IENGAGE ASSET MANAGEMENT LLC was founded by a team of financial experts with decades of combined experience in the industry. They are dedicated to providing top-notch financial advice and management services to their clients, helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor (RIA), IENGAGE ASSET MANAGEMENT LLC is required to adhere to strict fiduciary standards, meaning they are legally obligated to always act in the best interests of their clients. They also provide full disclosure of any conflicts of interest and thoroughly explain their fees and compensation structure to their clients.