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How does the advisor help clients – Key Takeaways:
Managed Financial Services Corp Inc has been providing expert financial advice to its clients for over 15 years. Serving both individual and corporate clients, the firm offers a range of financial services and has a team of experienced advisors to help clients achieve their financial goals.
Facts and Insights
According to publicly available data, Managed Financial Services Corp Inc has over $1 billion in assets under management. The firm also has a team of 25 advisors who are dedicated to providing personalized and comprehensive financial planning services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 25 | 15+ |
Financial Services Offered
Managed Financial Services Corp Inc offers a range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance and risk management, as well as business planning and executive benefit services.
Client Types
The firm caters to both individual and corporate clients. Individual clients include high-net-worth individuals, professionals, and retirees. Corporate clients include small and medium-sized businesses, as well as larger corporations.
Fees & Compensation
Managed Financial Services Corp Inc operates on a fee-only basis, meaning that the firm does not earn commissions or sell products. This aligns the firm’s interests with those of their clients and ensures objective and unbiased financial advice. The firm’s fees are based on a percentage of assets under management, and there are no additional transaction or hidden fees charged.
Background
The founders of Managed Financial Services Corp Inc have over 30 years of combined experience in the financial industry. They saw the need for a comprehensive and client-focused financial planning firm, and thus, the firm was born. Today, the firm has a team of experienced financial advisors who are committed to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is essential for clients to understand any potential conflicts of interest their financial advisors may have. Managed Financial Services Corp Inc is committed to transparency and providing full disclosure to its clients. The firm does not have any legal or disciplinary disclosures to report.