How does the advisor help clients – Key Takeaways:
INVESTMENT COUNSELORS OF REDLANDS LLC is a team of experienced financial professionals who specialize in providing personalized investment counsel to individuals, families, and businesses. With a commitment to putting their clients’ best interests first, the firm offers a range of services to help clients make informed financial decisions.
Facts and Insights
INVESTMENT COUNSELORS OF REDLANDS LLC was founded in 2005 and has been serving clients for over 15 years. The firm is comprised of 5 advisors who bring a diverse range of expertise to the table. The team’s combined experience, knowledge, and dedication have helped their clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 15 years |
Financial Services Offered
INVESTMENT COUNSELORS OF REDLANDS LLC offers a comprehensive range of financial services to meet their clients’ needs. These services include financial planning, retirement planning, investment management, estate planning, tax planning, and education planning. The firm also provides advice on insurance and employee benefits.
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. Their team has the knowledge and expertise to cater to the unique financial needs of each client. They work closely with their clients to create personalized financial plans that align with their goals and risk tolerance.
Fees & Compensation
INVESTMENT COUNSELORS OF REDLANDS LLC is a fee-based advisory firm. This means that they charge a fee for their services, which is based on a percentage of the assets they manage or a flat fee. This fee structure ensures that the firm is aligned with their clients’ interests, as they only earn when their clients’ assets grow.
Background
The team at INVESTMENT COUNSELORS OF REDLANDS LLC has a strong background in finance, economics, and investment management. They hold various professional certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA). This diverse skill set allows them to provide well-rounded financial advice to their clients.
Financial Advisor Disclosures to Know
INVESTMENT COUNSELORS OF REDLANDS LLC operates under a fiduciary standard, which means they are required to put their clients’ interests above their own. As a fiduciary, they have a legal and ethical duty to act in the best interest of their clients at all times. Additionally, the firm has no disclosures on its record, highlighting their commitment to transparency and ethical practices when working with their clients.