How does INDEPENDENT ACCESS PARTNERS, LLC help clients – Key Takeaways:
INDEPENDENT ACCESS PARTNERS, LLC provides financial expertise to clients seeking financial planning and investment management services. The company prides itself on its independence, allowing its advisors to provide unbiased advice and personalized solutions for each client’s unique needs.
Facts and Insights
INDEPENDENT ACCESS PARTNERS, LLC was founded in 2003 and has been in business for over 17 years. During this time, the company has built a reputation for providing high-quality, tailored financial services to its clients. As of December 31, 2020, the company had $2.5 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $2.5 billion | 25 |
Financial Services Offered
INDEPENDENT ACCESS PARTNERS, LLC offers a range of financial services to its clients, including financial planning, investment management, retirement planning, estate planning, tax planning, and insurance services. The company’s team of experienced advisors works closely with clients to create personalized financial plans that align with their goals and values.
Client Types
INDEPENDENT ACCESS PARTNERS, LLC primarily serves high-net-worth individuals and families, as well as small business owners and corporations. The company also works with institutional clients, such as pension funds and endowments, to provide investment management services.
Fees & Compensation
INDEPENDENT ACCESS PARTNERS, LLC charges fees for its financial services, including asset-based fees, hourly fees, and fixed fees. The specific fee structure is determined based on the services provided and the individual needs of each client. The company is committed to providing transparent and fair compensation models that align with the best interests of its clients.
Background
INDEPENDENT ACCESS PARTNERS, LLC is a leading independent financial advisory firm headquartered in New York City. The company’s team of advisors has a strong background in finance, with many holding advanced degrees and certifications. The company prides itself on its commitment to continuously educate and train its advisors to ensure they provide the most up-to-date and comprehensive financial services to their clients.
Financial Advisor Disclosures to Know
INDEPENDENT ACCESS PARTNERS, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC). This means the company is held to a fiduciary standard, requiring them to act in the best interests of their clients. The company also has no disciplinary history with any regulatory bodies or legal proceedings, demonstrating its commitment to ethical and transparent practices.