How does INDY ADVISORS, LLC. help clients – Key Takeaways:
As a leading financial advisory firm, INDY ADVISORS, LLC. provides expert guidance and support to clients in managing their wealth and achieving their financial goals. With a team of experienced advisors and a wide range of financial services, INDY ADVISORS, LLC. offers personalized solutions to help clients make informed decisions and secure their financial future.
Facts and Insights
Founded in 2005, INDY ADVISORS, LLC. has been serving clients for over 15 years. The firm is headquartered in New York City and has expanded to have offices in three other states. With a strong focus on continuous education and staying up-to-date with industry trends, INDY ADVISORS, LLC. continuously strives to provide the best financial advice and services to its clients.
Assets under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 15 years |
Financial Services Offered
INDY ADVISORS, LLC. offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include:
- Investment management and portfolio construction
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance and risk management
Client Types
INDY ADVISORS, LLC. caters to a wide range of clients, including individuals, families, and small business owners. The firm’s team of advisors has expertise in working with clients from all income levels and life stages, providing customized solutions based on their unique needs and goals.
Fees & Compensation
INDY ADVISORS, LLC. follows a fee-only compensation structure, which means the firm is not paid through commissions or product sales. Instead, clients pay a percentage of their assets under management, ensuring that the firm’s interests are aligned with theirs.
Background
INDY ADVISORS, LLC. was founded by a team of financial experts with years of experience in the industry. With a strong commitment to transparency and putting their clients’ needs first, the firm has built a reputation for providing reliable and trustworthy financial advice.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is crucial to understand their background and any potential conflicts of interest they may have. Some key disclosures to look out for when working with INDY ADVISORS, LLC. include:
- The firm is registered with the Securities and Exchange Commission (SEC), as well as the relevant state securities agencies.
- All advisors at INDY ADVISORS, LLC. are fully licensed and compliant with regulatory requirements.
- The firm has had no disciplinary actions or regulatory sanctions in the past.
- INDY ADVISORS, LLC. may receive compensation from third-party providers for referring clients to them.