How does the advisor help clients – Key Takeaways:
With a focus on personalized financial planning and an experienced team of advisors, LIFE BY DESIGN INVESTMENT ADVISORY SERVICES helps clients achieve their financial goals. By providing a range of financial services, the firm caters to individuals, families, and businesses alike, making it a one-stop-shop for all their financial needs.
Facts and Insights
Below are some key facts and insights about LIFE BY DESIGN INVESTMENT ADVISORY SERVICES, showcasing their success as a financial advisor:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES offers a range of financial services to help clients achieve their unique financial goals. These services include:
- Personalized Financial Planning
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporate clients
Fees & Compensation
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES is committed to transparency with its clients, especially when it comes to fees and compensation. The firm follows a fee-only structure, meaning they do not earn commissions on any investments. This ensures that their advice is always objective and in the best interest of their clients.
Background
LIFE BY DESIGN INVESTMENT ADVISORY SERVICES was founded 20 years ago with a mission to provide personalized financial planning and expert advice to clients. The firm is known for its experienced team of advisors who have a deep understanding of the financial industry and are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a financial advisor, LIFE BY DESIGN INVESTMENT ADVISORY SERVICES follows a strict code of ethics and must disclose any potential conflicts of interest to clients. This includes any affiliations with financial institutions or companies and any potential conflicts of interest that may arise from such affiliations.