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How Does the Advisor Help Clients – Key Takeaways:
Raise Financial Advisors LLC is a reputable financial advisory firm that provides expert guidance and assistance to clients in managing and growing their wealth. The firm prioritizes the financial goals and objectives of each client and creates custom-made strategies to help them achieve their aspirations. Raise Financial Advisors LLC works closely with clients to develop a comprehensive and personalized financial plan that takes into account their current financial situation, risk tolerance, and long-term objectives.
The firm boasts a team of seasoned financial experts with years of experience in the industry. These professionals are well-versed in the latest market trends and possess a deep understanding of various financial products and services. With their extensive knowledge, they are able to offer sound financial advice and help clients make well-informed decisions about their money.
Facts and Insights:
Founded in 2010, Raise Financial Advisors LLC has quickly gained a reputable name in the financial advisory industry. Over the past decade, the firm has helped numerous clients achieve their financial goals and has managed to secure impressive returns for its clients. In fact, as of 2021, the firm has managed over $500 million in assets under management, with a significant portion of its clients achieving their desired financial outcomes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered:
Raise Financial Advisors LLC provides a wide range of financial services to its clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
The firm takes a holistic approach to financial planning, ensuring that each client’s unique needs and goals are met through a comprehensive and personalized strategy.
Client Types:
Raise Financial Advisors LLC serves a diverse clientele, including high-net-worth individuals, families, and businesses. The firm understands that each client has different financial objectives and works closely with them to create a plan that aligns with their unique goals and risk tolerance.
Fees & Compensation:
Raise Financial Advisors LLC operates on a fee-only basis, meaning that clients pay a set fee for the services they receive. This fee is based on a percentage of the client’s assets under management and is transparent and easily understandable. The firm believes that this fee structure aligns the interests of both the clients and the advisors, as the firm’s compensation is directly tied to the performance of the client’s portfolio.
Background:
Raise Financial Advisors LLC was founded by experienced financial experts with a common mission to help clients achieve financial success. Since its establishment in 2010, the firm has adhered to its core values of integrity, transparency, and client-centric approach in all its dealings. The firm’s team of advisors continuously undergoes training and education to stay updated with the latest developments in the financial landscape, ensuring that clients receive the best possible guidance and service.
Financial Advisor Disclosures to Know:
While Raise Financial Advisors LLC prides itself on its transparent and ethical practices, there are a few potential conflicts of interest that clients should be aware of. These include possible compensation for referrals to specific products and services, outside business activities of advisors, and receipt of payments or gifts from third parties. However, the firm is committed to disclosing any conflicts of interest to clients and mitigating them to the best of its abilities.