w
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Serves various client types including individuals, families, and businesses
- Transparent fee and compensation structure
- Experienced team with a strong track record
- Committed to helping clients achieve their financial goals
Facts and Insights
MS Financial Services, LLC is an established financial consulting firm that offers a comprehensive range of services to help individuals and businesses with their financial needs. With a team of experienced professionals and a proven track record, MS Financial Services, LLC has become a trusted partner for clients seeking expert financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (USD) | Number of Advisors | Years in Business |
|---|---|---|
| $50 million – $100 million | 10-15 | 10+ |
Financial Services Offered
MS Financial Services, LLC offers a wide range of financial services to cater to the diverse needs of their clients. This includes:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Business planning
Client Types
MS Financial Services, LLC serves a wide range of client types, including:
- Individuals
- Families
- Small business owners
- Entrepreneurs
- Corporate executives
- Non-profit organizations
Fees & Compensation
MS Financial Services, LLC believes in transparency when it comes to fees and compensation. The firm charges a fee based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients. They also offer fee-only options for certain services, providing clients with a clear understanding of the costs involved.
Background
MS Financial Services, LLC was founded in 2008 by experienced financial professionals who wanted to provide personalized and comprehensive financial services to their clients. Over the years, the firm has grown to serve a diverse client base and has established a strong reputation in the industry.
Financial Advisor Disclosures to Know
MS Financial Services, LLC is registered with the Securities and Exchange Commission (SEC) as an investment advisor. As such, they have a fiduciary duty to act in the best interests of their clients and disclose any potential conflicts of interest. This includes any fees earned from third-party companies for recommending their products or services.