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How does the advisor help clients – Key Takeaways:
Investedge Planning is a team of financial experts dedicated to helping their clients achieve their financial goals. With their extensive knowledge and experience in the industry, the advisors at Investedge Planning are equipped to guide their clients through the complex world of finance.
Facts and Insights:
Founded in 2005, Investedge Planning has been providing financial planning and advisory services for over 15 years. They have a team of 10 registered advisors and currently manage over $50 million in assets across all their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | 15 years |
Financial Services Offered:
Investedge Planning offers a wide range of financial services to their clients. This includes investment management, retirement planning, tax planning, estate planning, and insurance planning. With their comprehensive approach, they aim to provide their clients with a complete financial plan that meets their specific needs and objectives.
Client Types:
Investedge Planning works with a diverse range of clients, including individuals, families, small business owners, and corporate executives. Their expertise in various financial areas allows them to cater to the unique needs of each client and provide tailored solutions.
Fees & Compensation:
Investedge Planning follows a fee-based compensation model, meaning they charge a percentage of the assets under management as their fees. This ensures that their interests are aligned with their clients’ as they only earn more when their clients’ investments grow. They do not earn any commissions on the financial products they recommend, eliminating any conflicts of interest.
Background:
The advisors at Investedge Planning have a strong educational background and relevant industry experience. They hold various certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Analyst® (CFA®), and Chartered Life Underwriter (CLU®). They constantly update their knowledge and skills to provide the best services to their clients.
Financial Advisor Disclosures to Know:
Investedge Planning believes in transparency and adheres to all the necessary regulations and laws. They have a clean record with no disciplinary actions, making them a reliable and trustworthy choice for clients.