How does the advisor help clients – Key Takeaways:
INVISOR is a leading financial advisory firm that provides expert advice and guidance to clients on a wide range of financial topics. They offer a range of services and cater to different client types, making them a one-stop solution for all financial needs.
Facts and Insights
INVISOR has been in business for over 20 years, making them a highly experienced and trusted financial advisor. They currently manage over $10 billion in assets and have a team of over 100 advisors nationwide. With such substantial experience and resources, INVISOR is well-equipped to provide top-notch financial advice and services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $10 billion | 100+ | 20+ years |
Financial Services Offered
INVISOR offers a range of financial services to help clients achieve their financial goals. Some of their services include portfolio management, retirement planning, tax planning, and estate planning. They also provide advice on investments, insurance, and other financial products.
Client Types
INVISOR caters to a diverse range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the unique needs and goals of each client, ensuring that they receive personalized and effective financial advice.
Fees & Compensation
INVISOR believes in transparency and charges a flat fee based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They do not receive any commissions or other forms of compensation for recommending specific financial products, ensuring that their advice is unbiased and in the best interest of their clients.
Background
INVISOR was founded over 20 years ago with the mission of helping individuals and businesses achieve their financial goals through expert advice and personalized services. They have a team of experienced and highly qualified advisors who are dedicated to helping clients make informed financial decisions.
Financial Advisor Disclosures to Know
INVISOR is a registered investment advisor and is regulated by the Securities and Exchange Commission (SEC). They are also required to disclose any conflicts of interest and other important information that may affect their clients. Clients can find these disclosures on their website or by requesting them directly from INVISOR.