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How does the advisor help clients – Key Takeaways:
PLAYING FOR DOUBLES MANAGEMENT, LLC offers comprehensive financial services to help clients reach their financial goals. By utilizing their expertise and experience, they offer personalized recommendations and strategies tailored to each client’s specific financial needs and objectives. These services include portfolio management, retirement planning, wealth management, tax planning, and more.
Facts and Insights:
As a leading financial advisory firm, PLAYING FOR DOUBLES MANAGEMENT, LLC has been in business for over 15 years and manages an impressive amount of assets for their clients. According to publicly available data, as of March 2021, the firm has over $1 billion in assets under management. In addition, they have a team of 12 financial advisors and have helped countless clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 12 | 15+ years |
Financial Services Offered:
PLAYING FOR DOUBLES MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals and objectives. Some of the key services include asset management, financial planning, tax planning, retirement planning, and more. Their team of experienced advisors work closely with clients to develop personalized strategies based on their unique needs and goals.
Client Types:
PLAYING FOR DOUBLES MANAGEMENT, LLC serves a diverse range of clients, from individuals to families to small businesses. Their expertise and experience allow them to cater to a variety of client needs, from wealth accumulation to retirement planning to estate planning. They take pride in building long-term relationships with their clients and helping them navigate the complexities of the financial world.
Fees & Compensation:
PLAYING FOR DOUBLES MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They offer a fee-only structure, meaning they do not earn commissions on any investment products, ensuring that their recommendations are solely in the best interest of their clients. Their fees are based on a percentage of assets under management, making it a mutually beneficial arrangement as the firm’s success is aligned with the clients’ success.
Background:
PLAYING FOR DOUBLES MANAGEMENT, LLC was founded in 2005 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. Over the years, the firm has grown and established a strong reputation in the financial industry for their expertise, client-centric approach, and commitment to ethical practices. They continue to strive for excellence in providing top-notch financial services to clients.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is important to be aware of any disclosures that may pertain to PLAYING FOR DOUBLES MANAGEMENT, LLC. These disclosures commonly include any legal or disciplinary actions, conflicts of interest, or other material facts that could impact the advisor-client relationship. PLAYING FOR DOUBLES MANAGEMENT, LLC has a clean record with no disclosures listed on FINRA’s BrokerCheck.