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How does the advisor help clients – Key Takeaways:
ILLUMINT is a respected and experienced financial advisory firm, helping clients achieve their financial goals through comprehensive and personalized services. Their team of highly qualified advisors provides expert guidance and tailored solutions to meet the unique needs of each client.
Facts and Insights
ILLUMINT has been in business for over 15 years, with assets under management totaling $500 million. Their team of advisors includes 20 professionals, providing a range of financial services to a diverse client base.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 15 years |
Financial Services Offered
ILLUMINT offers a wide range of financial services to help clients achieve their goals, including investment management, retirement planning, estate planning, and tax planning. They also provide guidance on insurance, college planning, and wealth transfer strategies.
Client Types
ILLUMINT works with a diverse client base, including individuals, families, small business owners, and corporations. Their advisors have the expertise to cater to the unique needs and goals of these clients, providing tailored solutions and personalized attention.
Fees & Compensation
IllUMINT operates on a fee-only structure, which means they do not receive commissions from the sale of financial products. This ensures that their advisors are always acting in their clients’ best interests and eliminates any conflicts of interest. Their fees are based on a percentage of assets under management, with a clear breakdown of the services provided.
Background
The team at ILLUMINT is made up of experienced, highly qualified, and knowledgeable advisors, with a strong track record of helping clients achieve their financial goals. They stay updated on the latest market trends, regulations, and technologies to provide the best services and solutions to their clients.
Financial Advisor Disclosures to Know
As a financial expert, ILLUMINT is committed to transparency and disclosure. They follow all regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). They adhere to a strict code of ethics and always act in the best interests of their clients.