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How does the advisor help clients – Key Takeaways:
INTRUST ADVISORS, INC. is a trusted financial expert providing comprehensive financial services to its clients. With years of experience and a team of skilled advisors, the company has been helping clients achieve their financial goals and secure their future.
Facts and Insights
– Assets Under Management: Over $1 billion (As of 2021)
– Number of Advisors: 20 (As of 2021)
– Time in Business: Over 35 years (Established in 1986)
Financial Services Offered
– Investment Management
– Retirement Planning
– Estate Planning
– Tax Planning
– Insurance Services
Client Types
– Individuals and families
– Small businesses
– Corporations
– Non-profit organizations
Fees & Compensation
INTRUST ADVISORS, INC. charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients and there are no conflicts of interest.
Background
Founded in 1986, INTRUST ADVISORS, INC. has been providing financial advisory services for over 35 years. The company has a team of experienced and knowledgeable advisors who work closely with their clients to develop personalized financial plans based on their unique needs and goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, INTRUST ADVISORS, INC. is regulated by the Securities and Exchange Commission (SEC) and must adhere to strict rules and regulations. As part of its commitment to transparency and client trust, the company discloses all potential conflicts of interest and any disciplinary action taken against its advisors.
In conclusion, INTRUST ADVISORS, INC. offers a wide range of financial services to help clients achieve their financial objectives and secure their future. With years of experience, a team of skilled advisors, and a commitment to transparency, the company is a reliable and trusted financial expert for individuals, families, and businesses.