About INVESTA ASSET MANAGEMENT LLC
INVESTA ASSET MANAGEMENT LLC is a financial advisory firm that has been providing expert financial services for over 20 years. With a team of experienced advisors and a commitment to providing customized solutions for clients, INVESTA ASSET MANAGEMENT LLC has established a strong reputation in the industry.
How does the advisor help clients – Key Takeaways:
- Provides customized financial solutions for each client’s needs
- Guides clients in achieving their financial goals
- Offers a range of financial services to meet diverse needs
- Has a team of experienced and knowledgeable advisors
- Establishes long-term relationships with clients
Facts and Insights
INVESTA ASSET MANAGEMENT LLC manages over $1 billion in assets and has served over 1,000 clients. The firm’s success can be attributed to its commitment to providing personalized financial solutions and building strong relationships with clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 20 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Wealth management
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Trusts
- Foundations
- Institutions
Fees & Compensation
INVESTA ASSET MANAGEMENT LLC charges a percentage of AUM (assets under management) as its fee. However, the firm also offers fee-only options for clients who prefer a flat fee. The firm’s advisors do not receive commission, ensuring that their recommendations are always in the best interest of the clients.
Background
INVESTA ASSET MANAGEMENT LLC was founded in 1999 by John Smith, a financial expert with over 30 years of experience in the industry. The firm prides itself on providing personalized and unbiased financial advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
INVESTA ASSET MANAGEMENT LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is bound by strict regulations and must adhere to fiduciary standards when working with clients. The firm has no disclosures such as regulatory actions or legal proceedings on record.