How does the advisor help clients – Key Takeaways:
INVESTURE, LLC is a trusted financial advisory firm that helps clients achieve their financial goals and secure their financial future. The team at INVESTURE has extensive knowledge and experience in the financial industry and works closely with clients to provide personalized and comprehensive financial solutions.
Facts and Insights
INVESTURE, LLC was founded in 2005 and is headquartered in New York City. The firm currently has assets under management of $500 million and a team of 10 experienced advisors.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
INVESTURE, LLC offers a wide range of financial services to cater to the diverse needs of clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
INVESTURE, LLC works with a variety of clients, including individuals, families, and businesses. The team at INVESTURE understands that each client has unique financial needs and goals, and thus provides tailored solutions to help them achieve financial success.
Fees & Compensation
INVESTURE, LLC charges a fee for its services, which is based on a percentage of assets under management. This fee structure ensures that the firm is aligned with the success of its clients as their portfolio grows. The firm does not charge any commissions, eliminating potential conflicts of interest.
Background
The team at INVESTURE, LLC is made up of highly qualified and experienced financial advisors who are dedicated to helping clients make informed financial decisions. The firm’s advisors have diverse backgrounds and specialties, allowing them to provide clients with a range of expertise and perspectives.
Financial Advisor Disclosures to Know
As a registered investment advisor, INVESTURE, LLC is required to disclose any potential conflicts of interest to clients. The firm takes transparency very seriously and always puts clients’ best interests first. Clients can trust that they are receiving unbiased and objective financial advice from the team at INVESTURE.