How does the advisor help clients – Key Takeaways:
INTERMARKET CORPORATION is a financial advisory firm that prides itself on its team of expert financial advisors. These advisors are dedicated to providing the best financial advice and guidance to their clients, helping them to achieve their financial goals and secure their financial future. Here are some of the key takeaways about how INTERMARKET CORPORATION helps their clients:
- Provides expert financial advice and guidance
- Dedicated to helping clients achieve their financial goals
- Committed to securing their clients’ financial future
Facts and Insights
INTERMARKET CORPORATION is a well-established financial advisory firm with years of experience in the industry. Their team of financial experts continues to provide top-notch services to clients, helping them navigate through the complex world of finance. Here are some key facts and insights about INTERMARKET CORPORATION:
- Established in 1998
- Over 20 years of experience in the industry
- Comprised of a team of highly skilled financial advisors
- Specializes in providing financial planning and investment management services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
Financial Services Offered
INTERMARKET CORPORATION offers a wide range of financial services to its clients. These services are designed to meet the specific needs and goals of each individual client, and include:
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Education planning
Client Types
INTERMARKET CORPORATION works with a diverse group of clients, including individuals, families, and businesses. Their team of expert financial advisors tailors their services to meet the specific needs of each client, ensuring that they receive the best possible advice and guidance for their unique financial situation.
Fees & Compensation
INTERMARKET CORPORATION believes in transparency and fairness when it comes to fees and compensation. Their fee structure is based on a percentage of assets under management, and they also offer hourly consultation fees for specific services. Additionally, INTERMARKET CORPORATION does not receive any commissions or incentives for recommending specific products or services, ensuring that their advice is always objective and in the best interest of their clients.
Background
The team at INTERMARKET CORPORATION is led by a group of highly experienced and knowledgeable financial advisors who are dedicated to providing the best financial advice and guidance to their clients. They continuously stay up-to-date with the latest industry trends and changes to ensure that their clients receive the most relevant and beneficial advice for their financial goals and needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTERMARKET CORPORATION is required to make certain disclosures to their clients. These disclosures include details about their fee structure, any potential conflicts of interest, and any complaints or disciplinary actions taken against the firm or its advisors. Clients can find this information in the firm’s Form ADV, which is available upon request.