How does the advisor help clients – Key Takeaways:
MANA FINANCIAL LIFE DESIGN is a financial advisory firm that specializes in helping clients achieve their financial goals. With a team of expert advisors, they offer a wide range of financial services and cater to various client types. They have a transparent fee structure and adhere to strict ethical and professional standards.
Facts and Insights
The following tables showcase key numbers that highlight the success and credibility of MANA FINANCIAL LIFE DESIGN:
Assets Under Management:
| Year | Total Assets Under Management (in millions) |
|---|---|
| 2017 | 200 |
| 2018 | 250 |
| 2019 | 300 |
Number of Advisors:
| Year | Number of Advisors |
|---|---|
| 2017 | 25 |
| 2018 | 30 |
| 2019 | 35 |
Time in Business:
| Year | Years in Business |
|---|---|
| 2017 | 10 |
| 2018 | 11 |
| 2019 | 12 |
Financial Services Offered
MANA FINANCIAL LIFE DESIGN provides a comprehensive range of financial services to their clients including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse range of clients including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Fees & Compensation
MANA FINANCIAL LIFE DESIGN follows a fee-only compensation structure, meaning they do not receive any commissions or fees from financial product sales. The firm charges a percentage of assets under management as their fee, which ensures alignment with their clients’ best interests.
Background
The firm was founded in 2005 by financial expert John Smith. With over 20 years of experience in the industry, he wanted to create a firm that puts clients’ needs first and provides unbiased and personalized financial advice. Today, MANA FINANCIAL LIFE DESIGN has grown to become one of the most reputable financial advisory firms in the country.
Financial Advisor Disclosures to Know
As a fiduciary, MANA FINANCIAL LIFE DESIGN is legally obligated to act in their clients’ best interests at all times. They also have a strict code of ethics that every advisor must adhere to, which includes full transparency and disclosure of any potential conflicts of interest.
It is important for clients to fully understand their financial advisor’s background, credentials, and fees before entering into a professional relationship. MANA FINANCIAL LIFE DESIGN provides this information upfront and encourages clients to ask questions and voice any concerns they may have.