How does the advisor help clients – Key Takeaways:
Illuminate Ventures is a leading financial advisory firm that provides expert guidance and support to its clients. Their experienced team of financial experts helps clients navigate the complex world of investing, estate planning, and financial management.
Facts and Insights
Illuminate Ventures was founded in 1993 and has been in business for over 27 years. The firm is headquartered in New York City and has a team of over 100 advisors and financial experts. As of December 2020, the firm manages over $15 billion in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1993 | 100+ | $15 billion |
Financial Services Offered
Illuminate Ventures offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, wealth planning, retirement planning, tax planning, estate planning, risk management, and more. Their team of experts carefully crafts personalized financial strategies for each client based on their unique financial goals and needs.
Client Types
Illuminate Ventures works with a diverse range of clients, including high net worth individuals, families, business owners, and institutions. They understand that each client has unique financial goals and needs, and they strive to provide personalized solutions for each one.
Fees & Compensation
Illuminate Ventures operates on a fee-only basis, which means their compensation comes directly from their clients. This ensures that their advice is unbiased and in the best interest of their clients. They charge a percentage of assets under management as their fee, and their rates may vary depending on the services provided and the size of the client’s portfolio.
Background
The team at Illuminate Ventures has a wealth of experience and expertise in the financial industry. Many of their advisors hold advanced degrees and certifications, and they regularly undergo continued education and training to stay up-to-date on the latest trends and strategies in the industry. They also have a strong track record of success, with many satisfied clients and industry awards and accolades.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it’s important for clients to be aware of any potential conflicts of interest or disclosures. Illuminate Ventures is committed to transparency and follows all regulations set by the Securities and Exchange Commission (SEC). They have a strict code of ethics and adhere to fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times.