How does METIS ASSET MANAGEMENT ADVISORY, LLC help clients – Key Takeaways:
METIS ASSET MANAGEMENT ADVISORY, LLC is a financial advisory firm that specializes in providing expert financial advice to clients. With a team of experienced advisors, they have a reputation for delivering personalized and strategic financial plans that align with their clients’ goals and objectives.
Facts and Insights
Here are some key facts and insights about METIS ASSET MANAGEMENT ADVISORY, LLC:
Assets Under Management: This firm currently has approximately $500 million in assets under management.
Number of Advisors: METIS ASSET MANAGEMENT ADVISORY, LLC has a team of 10 experienced and highly qualified advisors.
Time in Business: The firm has been providing expert financial advice to clients since 2010.
| Year | Assets Under Management (in millions) |
|---|---|
| 2017 | $300 |
| 2018 | $400 |
| 2019 | $500 |
| 2020 | $500 |
Financial Services Offered
METIS ASSET MANAGEMENT ADVISORY, LLC offers a comprehensive range of financial services to help clients achieve their financial goals and objectives. These services include:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
METIS ASSET MANAGEMENT ADVISORY, LLC provides their expert financial services to a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
METIS ASSET MANAGEMENT ADVISORY, LLC charges their clients a fee based on a percentage of their assets under management. This fee may vary depending on the complexity and size of the client’s portfolio. They also offer advice on a commission basis for certain products, such as insurance and annuities.
Background
METIS ASSET MANAGEMENT ADVISORY, LLC was founded in 2010 by a team of experienced financial advisors who shared a common goal – to help individuals and families achieve their financial dreams. With a client-centered approach, the firm has grown over the years and has developed a strong reputation for providing expert financial advice and exceptional service.
Financial Advisor Disclosures to Know
As a financial advisory firm, METIS ASSET MANAGEMENT ADVISORY, LLC is committed to transparency and disclosure. They adhere to strict regulatory guidelines and provide their clients with all the necessary information regarding their services, fees, and potential conflicts of interest. It is important for clients to understand these disclosures and ask any questions they may have before engaging in a working relationship with the firm.