How does the advisor help clients – Key Takeaways:
RESOURCE 1, INC. is a financial services firm that specializes in providing comprehensive wealth management and financial planning solutions to individuals, families, and businesses. With a team of experienced advisors and a commitment to personalized service, RESOURCE 1, INC. helps clients achieve their financial goals and plan for a secure future.
Facts and Insights
Founded in 2003, RESOURCE 1, INC. has been serving clients for over 17 years. The firm currently has $500 million in assets under management and a team of 10 advisors. With a focus on long-term relationships and client satisfaction, RESOURCE 1, INC. prides itself on its high retention rate and client referrals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2003 | $500 million | 10 |
Financial Services Offered
RESOURCE 1, INC. offers a range of financial services to meet the diverse needs of its clients. These services include:
- Comprehensive wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Risk management
- Business succession planning
Client Types
RESOURCE 1, INC. serves a variety of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
- Non-profit organizations
Fees & Compensation
RESOURCE 1, INC. charges a fee based on a percentage of assets under management, which varies depending on the level of assets and services provided. The firm may also receive commissions for the sale of certain financial products, but its advisors are committed to recommending products that are in the best interest of the client.
Background
The team at RESOURCE 1, INC. is led by experienced financial advisors who hold various certifications and credentials, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
The advisors at RESOURCE 1, INC. are fiduciaries, which means they are legally obligated to act in the best interest of their clients. The firm has no disciplinary actions or disclosures listed on their record with the Securities and Exchange Commission (SEC) or the Financial Industry Regulatory Authority (FINRA).