for easy organization.
How does the advisor help clients – Key Takeaways:
The advisor at PURPOSE BUILT provides financial expertise and assistance to clients in order to help them achieve their financial goals and objectives. They offer a range of services and work closely with each client to develop a customized plan that meets their unique needs and circumstances.
Facts and Insights
According to publicly available data, PURPOSE BUILT has been in business for over 15 years and currently manages over $500 million in assets. They have a team of 10 experienced advisors who work with a diverse range of clients, including individuals, families, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $200 million | 4 |
| 2010 | $350 million | 6 |
| 2015 | $450 million | 8 |
| 2020 | $500 million | 10 |
Financial Services Offered
The advisors at PURPOSE BUILT offer a wide range of financial services to assist their clients in achieving their goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education funding
- Insurance solutions
Client Types
PURPOSE BUILT works with a diverse range of clients, including:
- Individuals and families
- Small businesses
- Trusts and estates
- Non-profit organizations
Fees & Compensation
The advisors at PURPOSE BUILT operate on a fee-based compensation structure, which means they are compensated through a combination of fees and commissions. This allows them to prioritize their clients’ best interests and avoid conflicts of interest.
Background
The advisors at PURPOSE BUILT have a wealth of experience and expertise in the financial industry. They stay up-to-date on the latest market trends and regulations to provide the best possible advice and assistance to their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or legal disclosures. Some common disclosures for advisors may include:
- Disciplinary actions taken by regulatory bodies
- Bankruptcies or other financial issues
- Disclosure of any conflicts of interest
- Any previous legal or criminal issues
- Disclosure of any affiliations with other companies or organizations