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How does the advisor help clients – Key Takeaways:
LIFE GOALS ASSET MANAGEMENT LLC assists clients in achieving their financial goals by providing expert asset management services and personalized financial advice.
Facts and Insights
LIFE GOALS ASSET MANAGEMENT LLC has been in business for over 10 years and currently has a team of 5 experienced advisors. The firm manages approximately $100 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10+ years |
Financial Services Offered
- Asset Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Investment Planning
Client Types
LIFE GOALS ASSET MANAGEMENT LLC serves a diverse range of clients including high net worth individuals, families, and small business owners.
Fees & Compensation
The firm charges a percentage of assets under management as their compensation, ranging from 0.50% to 1.50%. This fee structure aligns the interests of the firm with their clients, as the higher the value of the client’s portfolio, the higher the compensation for the firm.
Background
LIFE GOALS ASSET MANAGEMENT LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial industry. The firm is dedicated to providing personalized and comprehensive financial planning and investment management services to help clients achieve their short-term and long-term financial goals.
Financial Advisor Disclosures to Know
All of the advisors at LIFE GOALS ASSET MANAGEMENT LLC hold the appropriate licenses and are regulated by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm has a fiduciary duty to act in the best interest of their clients and fully disclose any potential conflicts of interest.