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How does the advisor help clients – Key Takeaways:
Founded in 2007, MAVERICK LTC, LLC is a financial advisory firm that provides expert financial guidance to its clients. With a team of experienced advisors, MAVERICK LTC, LLC offers a wide range of financial services that cater to the diverse needs of its clients. From asset management to retirement planning, their services are designed to help clients achieve their financial goals and secure their financial future.
Facts and Insights
MAVERICK LTC, LLC has been in the financial industry for over 14 years, providing its clients with reliable and professional financial advice. They have a team of 15 advisors who are dedicated to delivering personalized and comprehensive financial solutions to their clients. With a focus on long-term financial growth and security, MAVERICK LTC, LLC helps clients make informed financial decisions with their vast knowledge and experience in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 14 years |
Financial Services Offered
MAVERICK LTC, LLC offers a wide range of financial services to its clients, including but not limited to:
- Asset management
- Retirement planning
- Estate planning
- Investment management
- Tax planning
With their extensive knowledge and expertise, the team at MAVERICK LTC, LLC provides customized solutions to help clients reach their financial goals and secure their financial future.
Client Types
MAVERICK LTC, LLC serves a diverse range of clients, including individuals, families, and businesses. Their clients come from various backgrounds and have different financial needs, but they all have one thing in common – the desire to achieve financial stability and success.
Fees & Compensation
MAVERICK LTC, LLC operates on a fee-only basis, which means they are compensated solely by their clients. They do not receive any commissions or incentives for recommending specific products or services, ensuring their recommendations are unbiased and in the best interest of their clients.
Background
MAVERICK LTC, LLC was founded in 2007 by financial experts who shared a common goal of providing individuals and businesses with the best financial advice and services. Over the years, the firm has grown to become a reputable financial advisory firm with a strong track record of success.
Financial Advisor Disclosures to Know
MAVERICK LTC, LLC is a registered investment advisor and therefore is required to abide by the rules and regulations set by the Securities and Exchange Commission (SEC). As a client, it is important to be aware of any potential conflicts of interest and to fully understand the fees and compensation structure.