How does OPTION SPECIALISTS, LTD. Help Clients – Key Takeaways:
As a leading financial advisory firm, OPTION SPECIALISTS, LTD. serves as a trusted partner to clients seeking sound financial advice. The firm takes a personalized approach to help clients meet their financial goals and offers a wide range of services to address their specific needs.
Facts and Insights:
Assets Under Management:
According to OPTION SPECIALISTS, LTD.’s most recent Form ADV filing with the Securities and Exchange Commission, the firm’s assets under management (AUM) totaled $500 million as of December 31, 2020.
Number of Advisors:
OPTION SPECIALISTS, LTD. has a team of 10 advisors who specialize in various financial services.
Time in Business:
The firm was founded in 1998 and has been in business for over 20 years.
Financial Services Offered:
OPTION SPECIALISTS, LTD. offers a comprehensive suite of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types:
The firm works with a diverse range of clients, including high net worth individuals, families, and small business owners.
Fees & Compensation:
As a fiduciary, OPTION SPECIALISTS, LTD. is committed to always acting in the best interests of its clients. The firm charges a percentage of AUM for its investment management services and a flat fee for financial planning services. The exact fees may vary depending on the complexity of the services provided.
Background:
With over 20 years of experience, OPTION SPECIALISTS, LTD. has established itself as a reputable and reliable financial advisory firm. The firm’s team of advisors has a diverse range of backgrounds and expertise, making them well-equipped to handle various financial situations.
Financial Advisor Disclosures to Know:
In compliance with regulations, OPTION SPECIALISTS, LTD. discloses any potential conflicts of interest or disciplinary actions taken against its advisors. Clients can access this information through the firm’s Form ADV filing or by requesting it directly from the firm.