How does the advisor help clients – Key Takeaways:
INVUS FINANCIAL ADVISORS, LLC is a leading financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive services. With a team of experienced and knowledgeable professionals, they provide expert advice and solutions to individuals and institutions across various sectors and industries.
Facts and Insights:
To understand how INVUS FINANCIAL ADVISORS, LLC operates, here are some key insights about their assets under management, number of advisors, and their time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $12.5 billion (as of 2020) | 65 | Over 25 years |
Financial Services Offered:
INVUS FINANCIAL ADVISORS, LLC provides a wide range of financial services to help clients achieve their financial goals and secure their future. These services include:
- Investment management
- Wealth planning
- Estate planning
- Tax planning
- Retirement planning
- Insurance services
Client Types:
INVUS FINANCIAL ADVISORS, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Institutional investors
- Family offices
- Business owners
Fees & Compensation:
As a fee-only advisor, INVUS FINANCIAL ADVISORS, LLC charges a percentage of the assets under management as their fee. This ensures that their interests are aligned with their clients, and they do not receive any commissions or kickbacks from recommending certain products or services. The exact percentage charged may vary based on the services provided and the size of the client’s portfolio.
Background:
Founded in 1995, INVUS FINANCIAL ADVISORS, LLC has grown to become a respected and trusted financial advisory firm. With their focus on providing personalized and unbiased advice, they have built a strong reputation in the industry and have continued to expand their client base over the years.
Financial Advisor Disclosures to Know:
When working with a financial advisor, it is important to be aware of any potential conflicts of interest or disclosures that may impact their ability to provide unbiased advice. INVUS FINANCIAL ADVISORS, LLC has a clean record with no regulatory or disciplinary disclosures, ensuring that clients can trust their expertise and recommendations.