About OLD TOWN MEDIA ADVISERS LLC
OLD TOWN MEDIA ADVISERS LLC is a financial consulting firm that specializes in providing expert advice and guidance to clients in matters of finance. They have been in the industry for over 10 years and have built a strong reputation for their professionalism, transparency, and expertise.
How does the Advisor Help Clients – Key Takeaways
- Provides expert financial advice and guidance
- Offers a wide range of financial services
- Serves various types of clients
- Transparent and upfront about fees and compensation
- Knowledgeable about financial regulations and disclosures
Facts and Insights
OLD TOWN MEDIA ADVISERS LLC has been in business for over 10 years and has established a strong presence in the financial industry. They have a team of experienced advisors who are well-versed in various financial matters, allowing them to provide comprehensive and tailored advice to clients. The firm values transparency and ensures that clients are well-informed about their financial options and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 25+ | 10+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Debt management
- Education planning
Client Types
- Individuals and families
- Small business owners
- Corporate executives
- Retirees
- Trusts
- Non-profit organizations
Fees & Compensation
OLD TOWN MEDIA ADVISERS LLC is transparent and upfront about their fees and compensation. They charge a percentage of assets under management and may also charge additional fees for specific services. The firm does not receive any commissions or fees from financial product providers, ensuring that their advice is unbiased and in the best interest of their clients.
Background
OLD TOWN MEDIA ADVISERS LLC was founded by a team of experienced financial advisors who saw a need for personalized and comprehensive financial guidance. They have built a team of qualified and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulations and standards.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, OLD TOWN MEDIA ADVISERS LLC is required to disclose any potential conflicts of interest and past disciplinary actions. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) website. The firm also provides clients with a Form ADV, which outlines their services, fees, and any relevant information to aid in informed decision-making.