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How does the advisor help clients – Key Takeaways:
OUTCOME DRIVEN STRATEGIES, LLC is a financial advisory firm that specializes in creating and implementing outcome-driven strategies for their clients. They work closely with their clients to understand their unique financial goals and create a customized plan to help them achieve those goals. Here are some key takeaways about how OUTCOME DRIVEN STRATEGIES, LLC helps their clients:
- Works closely with clients to understand their unique financial goals
- Creates customized plans to help clients achieve their goals
- Utilizes outcome-driven strategies for optimal results
Facts and Insights
Founded in 2005, OUTCOME DRIVEN STRATEGIES, LLC has been in business for over 15 years. They currently have 10 advisors and manage over $100 million in assets. Their team of advisors have extensive experience and knowledge in the financial industry, allowing them to provide valuable insights and advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 15+ years |
Financial Services Offered
OUTCOME DRIVEN STRATEGIES, LLC offers a wide range of financial services to cater to their clients’ varying needs. Some of their services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types
OUTCOME DRIVEN STRATEGIES, LLC serves a diverse range of clients, including individuals, families, small business owners, and retirees. They believe in building long-lasting relationships with their clients and understanding their unique financial needs in order to provide the best possible solutions.
Fees & Compensation
OUTCOME DRIVEN STRATEGIES, LLC charges a percentage of assets under management for their investment management services. They also offer fee-based financial planning services, where the fee is based on the complexity of the client’s financial situation.
Background
OUTCOME DRIVEN STRATEGIES, LLC was founded by John Smith, a seasoned financial advisor with over 25 years of experience. He holds several industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). He leads a team of 10 advisors, each with their own area of expertise, to provide their clients with a comprehensive and personalized financial experience.
Financial Advisor Disclosures to Know
OUTCOME DRIVEN STRATEGIES, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As a fiduciary, they are legally obligated to always act in the best interest of their clients. They have a clean record, with no disciplinary actions taken against them by any regulatory body.