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How does the advisor help clients – Key Takeaways:
PRACTICAL PORTFOLIOS LLC provides clients with expert financial advice and assistance in managing their portfolios. They offer a range of financial services and cater to various types of clients. With their years of experience and knowledge, they aim to help clients achieve their financial goals.
Facts and Insights:
Founded in 2005, PRACTICAL PORTFOLIOS LLC has been in the financial industry for over 15 years. They currently have a team of 10 advisors who are highly qualified and experienced in providing financial guidance to clients. As of December 2020, their total assets under management were $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
PRACTICAL PORTFOLIOS LLC offers a range of financial services to their clients, including investment management, retirement planning, tax planning, and estate planning. They also provide guidance on insurance, college savings, and wealth transfer strategies.
Client Types:
PRACTICAL PORTFOLIOS LLC caters to a diverse range of clients, including individuals, families, and businesses. They have the expertise to understand each client’s unique financial situation and goals and provide customized financial solutions to meet their needs.
Fees & Compensation:
PRACTICAL PORTFOLIOS LLC follows a fee-based structure, where clients pay a percentage of their assets under management as their fee. This aligns the advisor’s interest with that of the client, as it incentivizes the advisor to help the client grow their portfolio.
Background:
The advisors at PRACTICAL PORTFOLIOS LLC have extensive knowledge and experience in the financial industry. They hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise allows them to provide clients with reliable and trustworthy financial advice.
Financial Advisor Disclosures to Know:
As with any financial advisor, it’s essential to understand any potential conflicts of interest and any disciplinary actions taken against them in the past. PRACTICAL PORTFOLIOS LLC has a clean record with no disclosures or disciplinary actions reported.