How does the advisor help clients – Key Takeaways:
When it comes to managing finances, it can be overwhelming and time-consuming for individuals to handle it on their own. That’s where PORTFOLIOARC, L.L.C. comes in. The financial experts at PORTFOLIOARC, L.L.C. provide essential services to assist clients in reaching their financial goals. Here are some key takeaways on how PORTFOLIOARC, L.L.C. helps its clients:
- Creates personalized financial plans tailored to each client’s unique financial situation and goals.
- Offers a wide range of financial services to provide comprehensive support.
- Works with a variety of client types, including individuals, families, and businesses.
- Discloses all necessary information to promote transparency and trust with its clients.
Facts and Insights
In order to fully understand PORTFOLIOARC, L.L.C., it’s important to know some key facts and insights about the company:
- Has been in business for over 15 years, providing reliable financial services to its clients.
- Currently manages over $500 million in assets under management.
- Employs a team of experienced financial advisors to ensure quality service for each client.
- Utilizes a data-driven and research-based approach to create successful financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million (at the time of publication) |
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered
PORTFOLIOARC, L.L.C. offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Business planning
Client Types
PORTFOLIOARC, L.L.C. has experience working with a variety of client types, including:
- Individuals
- Families
- Retirees
- High-net-worth individuals
- Business owners
Fees & Compensation
PORTFOLIOARC, L.L.C. believes in transparent and fair fees for its services. The company charges fees based on a percentage of the assets under management, with the following fee schedule:
| Assets Under Management | Annual Fee |
| $0 – $250,000 | 1.75% |
| $250,001 – $500,000 | 1.50% |
| $500,001 – $1,000,000 | 1.25% |
| $1,000,001 – $2,000,000 | 1.00% |
Financial planning services are offered at an hourly rate, starting at $250 per hour.
Background
PORTFOLIOARC, L.L.C. was founded in 2005 and has since become a reputable and trusted financial advisor firm. The company is headquartered in New York and has expanded to serve clients across the United States. PORTFOLIOARC, L.L.C. prides itself on its personalized approach