How does the advisor help clients – Key Takeaways:
INVESTSOUTH FINANCIAL SERVICES, INC. is a highly reputable financial services firm that specializes in helping clients achieve their financial goals through personalized strategies and expert advice.
- The firm offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning.
- INVESTSOUTH’s team of experienced advisors work closely with clients to create customized financial plans tailored to their unique needs and goals.
- The firm’s primary focus is on providing transparent and objective advice, always placing the client’s best interests first.
Facts and Insights
INVESTSOUTH FINANCIAL SERVICES, INC. was founded in 2001 and has been in business for over 20 years. The firm is headquartered in New York City and has a nationwide presence, serving clients from various backgrounds and industries.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 20+ years |
Financial Services Offered
- Investment Management:
- Retirement Planning:
- Tax Planning:
- Estate Planning:
INVESTSOUTH offers comprehensive investment management services to help clients grow and protect their assets over the long-term. These services include portfolio construction, asset allocation, and risk management strategies.
Planning for retirement can be overwhelming, but the team at INVESTSOUTH has the expertise and tools to create a personalized retirement plan that takes into account each client’s unique financial situation and retirement goals.
Tax planning is an essential part of financial planning, and INVESTSOUTH offers tax planning and preparation services to help clients minimize their tax liability and maximize their financial resources.
INVESTSOUTH assists clients in creating an estate plan that ensures their assets are distributed according to their wishes and minimizes estate taxes.
Client Types
INVESTSOUTH FINANCIAL SERVICES, INC. caters to a diverse group of clients, including individuals, families, and business owners. The firm has experience working with clients from all walks of life, and their services are tailored to meet the specific needs of each client.
Fees & Compensation
INVESTSOUTH’s fees are based on a percentage of assets under management, which encourages the firm to grow its clients’ portfolios. The firm’s advisors also receive a percentage of the fees they generate, incentivizing them to provide exceptional service and achieve positive outcomes for their clients. INVESTSOUTH Financial Services, Inc. believes in full transparency and always discloses any fees and compensation to its clients.
Background
The team at INVESTSOUTH FINANCIAL SERVICES, INC. boasts over 100 years of combined experience in the financial industry. Each advisor holds various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), ensuring clients receive expert advice and service.
Financial Advisor Disclosures to Know
INVESTSOUTH FINANCIAL SERVICES, INC. is a registered investment advisor and adheres to strict regulatory guidelines to ensure the protection and best interests of its clients. The firm is required to disclose any potential conflicts of interest and any regulatory or legal actions taken against the firm or its advisors.