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How does the advisor help clients – Key Takeaways:
RIVER FAMILY ADVISORS LLC is a leading financial advisory firm that provides expert guidance and support to clients seeking to achieve their financial goals. With a team of experienced and knowledgeable advisors, RIVER FAMILY ADVISORS LLC is able to offer a wide range of financial services and cater to various types of clients. Throughout the years, the firm has built a strong reputation for integrity, transparency, and excellence in its services, making it a trusted partner for clients looking to secure their financial future.
Facts and Insights
RIVER FAMILY ADVISORS LLC was founded in 2005 and has been in business for over 15 years. The firm is headquartered in Chicago, Illinois and has expanded its services to clients nationwide. With a team of over 50 advisors, RIVER FAMILY ADVISORS LLC is able to provide personalized and comprehensive financial solutions to individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2005 |
|---|---|
| Headquarters | Chicago, Illinois |
| Number of Advisors | 50+ |
| Assets Under Management | $1 billion+ |
Financial Services Offered
RIVER FAMILY ADVISORS LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, insurance planning, and wealth management. The firm takes a holistic approach to financial planning and works closely with clients to understand their unique needs and goals, and develop a customized plan that will help them achieve financial success.
Client Types
RIVER FAMILY ADVISORS LLC caters to individuals, families, and businesses of all sizes. The firm understands that each client has specific financial needs and goals, and its team of advisors is trained to provide tailored solutions to meet those needs. The firm takes pride in building long-lasting relationships with its clients and working with them throughout all the stages of their financial journey.
Fees & Compensation
RIVER FAMILY ADVISORS LLC charges a fee-based compensation structure, which means that the firm charges a percentage of the assets under management as compensation for their services. This ensures that the firm’s interests are aligned with those of the clients, as the more the clients’ assets grow, the more the firm earns. The firm is transparent about its fees and provides a breakdown of all charges to clients before any services are provided.
Background
RIVER FAMILY ADVISORS LLC was founded by a team of experienced and knowledgeable financial professionals who saw a need for unbiased and objective financial advice. The firm’s founders have a combined experience of over 50 years in the financial industry and are committed to providing clients with the highest level of expertise and service. The firm continues to uphold its founding values of integrity, transparency, and excellence in all its operations.
Financial Advisor Disclosures to Know
As a registered investment advisor, RIVER FAMILY ADVISORS LLC is legally required to follow strict guidelines and disclose any potential conflicts of interest to its clients. The firm’s advisors are dedicated to providing transparent and objective advice to clients and will always disclose any potential conflicts of interest before any services are provided.