How does the advisor help clients – Key Takeaways:
- Offers financial expertise and guidance to clients
- Helps clients achieve their financial goals and objectives
- Provides personalized investment strategies and solutions
- Offers ongoing portfolio management and monitoring
- Offers various financial services and support
Facts and Insights
LONGBOARD ASSET MANAGEMENT is a leading financial advisory firm that provides personalized investment strategies and solutions to clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping clients achieve their financial goals and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 10 years |
Financial Services Offered
LONGBOARD ASSET MANAGEMENT offers a wide range of financial services to clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm serves a diverse client base, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
LONGBOARD ASSET MANAGEMENT charges a fee based on a percentage of assets under management. The firm operates on a fee-only basis, meaning they do not receive commissions for selling products to clients. This fee structure aligns the firm’s interests with those of their clients, as they only make money when their clients’ investments perform well.
Background
LONGBOARD ASSET MANAGEMENT was founded in 2010 and has quickly become a reputable and trusted financial advisory firm. The firm’s team of advisors has decades of combined experience in the financial industry and is committed to providing exceptional service and personalized solutions to clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it’s crucial to understand any potential conflicts of interest or disclosures. LONGBOARD ASSET MANAGEMENT is transparent about their fee structure, compensation, and potential conflicts of interest, ensuring clients have all the information they need to make informed decisions about their finances.