INTELLIVEST SECURITIES, INC.
INTELLIVEST SECURITIES, INC. is a highly reputable financial services firm that has been in business for over 20 years. They have a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
INTELLIVEST SECURITIES, INC. offers a wide range of financial services to help clients manage their wealth and achieve their financial objectives. Their team of advisors work closely with each client to create a customized plan that suits their unique needs and goals.
Facts and Insights
Here are some key numbers and facts about INTELLIVEST SECURITIES, INC. that demonstrate their success and expertise in the financial industry:
| Assets Under Management | $1 billion |
|---|---|
| Number of Advisors | 50 |
| Time in Business | 20+ years |
Financial Services Offered
INTELLIVEST SECURITIES, INC. provides a comprehensive range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
INTELLIVEST SECURITIES, INC. serves a wide range of clients including individuals, families, and businesses. Their team of advisors have the expertise to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
INTELLIVEST SECURITIES, INC. is a fee-based firm, meaning they charge a fee for their services rather than earning commissions from financial products. Their fee structure is transparent and based on a percentage of the assets under management.
Background
INTELLIVEST SECURITIES, INC. was founded in 1999 and has since grown to become a leading financial services firm with a strong reputation in the industry. Their team of advisors have decades of combined experience and continuously stay updated on market trends and financial strategies to provide the best advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTELLIVEST SECURITIES, INC. adheres to strict regulations and disclosures to ensure transparency and protect their clients. Some of these disclosures include:
- Any potential conflicts of interest
- Disclosures of compensation and fees
- Any past regulatory or legal actions
- Company policies and procedures
Overall, INTELLIVEST SECURITIES, INC. is a highly reputable and experienced financial services firm that offers a comprehensive range of services to help clients achieve their financial goals. With their transparent fee structure, personalized approach, and expertise in the industry, they are a top choice for individuals, families, and businesses seeking professional financial advice.