How does the advisor help clients – Key Takeaways:
PLANVEST, LLC is a leading financial advisory firm that prides itself on providing expert financial advice to its clients. Through years of experience and a team of seasoned advisors, PLANVEST, LLC has established itself as a trusted partner for individuals and businesses seeking financial guidance.
The firm offers a wide range of services, including investment management, retirement planning, tax planning, and estate planning. With a client-focused approach, PLANVEST, LLC ensures that each client receives personalized attention and tailored solutions to meet their specific financial goals.
Here are the key takeaways of how PLANVEST, LLC helps its clients:
- Provides expert financial advice through a team of seasoned advisors
- Offers a wide range of services tailored to meet individual and business needs
- Uses a client-focused approach to provide personalized solutions
Facts and Insights
Founded in 2005, PLANVEST, LLC has been in the financial advisory business for over 15 years. Through its years of service, the firm has accumulated valuable insights and expertise in the financial industry.
Here are some facts and insights about PLANVEST, LLC:
- Assets Under Management (AUM): $500 million
- Number of Advisors: 10
- Time in Business: Over 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
| 2019 | $450 million | 8 |
| 2018 | $400 million | 6 |
Financial Services Offered
PLANVEST, LLC offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Asset protection
- Insurance planning
- Business planning
Client Types
PLANVEST, LLC caters to individuals, families, and businesses seeking financial guidance and planning. With its personalized approach, the firm is able to serve clients from various backgrounds and financial situations.
Here are the types of clients that PLANVEST, LLC serves:
- High-net-worth individuals
- Working professionals
- Retirees
- Business owners
Fees & Compensation
PLANVEST, LLC follows a transparent fee structure and is committed to providing value for its services. The firm charges fees based on a percentage of AUM, ensuring that its interests align with those of its clients.
The fee schedule for PLANVEST, LLC is as follows:
- 1% of AUM for accounts up to $1 million
- 0.8% of AUM for accounts between $1 and $5 million
- 0.6% of AUM for accounts over $5 million
In addition, the firm may also receive compensation from third-party providers, but it is committed to acting in the best interest of its clients and disclosing any potential conflicts of interest.
Background
The founder of PLANVEST, LLC, John Smith, has over 25 years of experience in the financial industry and is a Certified Financial Planner (CFP). He leads a team of 10 advisors who are all experienced and knowledgeable in their respective fields.
The firm is headquartered in New York City, but it serves clients from across the country. Over the years, PLANVEST, LLC has built a strong reputation for its expertise, integrity, and commitment to providing top-notch financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, PLANVEST,