How does the advisor help clients – Key Takeaways:
Intercontinental Real Estate Corporation is a leading financial services provider for clients seeking expert guidance and management of their assets. With years of experience, their team of financial experts offers a wide range of services to help clients achieve their financial goals. From investment strategies to estate planning, the advisor aims to provide personalized and comprehensive solutions for each client.
Facts and Insights
Intercontinental Real Estate Corporation has been in business for over 30 years, consistently delivering exceptional financial services to clients. Their team of advisors are highly experienced and knowledgeable, providing valuable insights and guidance to clients. With a strong track record of success, the advisor has solidified its position as a trusted and reputable source in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion+ | 50+ | 30+ years |
Financial Services Offered
Intercontinental Real Estate Corporation offers a wide range of financial services to clients, including:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types
The advisor caters to a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they strive to provide personalized solutions to meet those needs.
Fees & Compensation
Intercontinental Real Estate Corporation is a fee-based advisor, meaning they charge a fee for their services rather than earning commissions on financial products. This fee structure ensures that their advisors are working in the best interest of the client and not influenced by potential commissions.
Background
The advisor was founded in 1984 and has since grown to become a leading financial services provider. Headquartered in Boston, Massachusetts, the company has a team of dedicated advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Intercontinental Real Estate Corporation is required to disclose any potential conflicts of interest to clients. They pride themselves on transparency and ethical practices, ensuring that clients are informed of any potential risks and conflicts of interest before making any decisions.