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Facts and Insights
SECURESTATE is a leading financial advisory firm that assists clients in managing their assets and making informed financial decisions. With a team of experienced financial experts, the firm provides valuable guidance and support to clients to help them achieve their financial goals.
The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and more. These services are tailored to meet the specific needs and goals of each client and are designed to help them build and protect their wealth.
SECURESTATE values transparency and strives to provide clients with accurate and up-to-date information to help them make sound financial decisions. The firm conducts thorough research and analysis to bring valuable insights and recommendations to their clients, ensuring they are well-informed and confident in their financial choices.
How does the advisor help clients – Key Takeaways:
SECURESTATE helps clients by:
- Providing personalized financial advice and guidance
- Managing their investments and assets
- Assisting with tax planning and preparation
- Creating customized retirement plans
- Offering estate planning services
- Giving access to a team of experienced financial experts
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 million (as of 2021) | 10+ | 20+ |
Financial Services Offered
SECURESTATE provides a wide range of financial services, including:
- Investment Management
- Retirement Planning
- Tax Planning and Preparation
- Estate Planning
- Insurance Planning
- Wealth Management
Client Types
SECURESTATE caters to a diverse clientele, including individuals, families, small businesses, and corporations. The firm’s services are tailored to meet the specific needs and goals of each client, regardless of their financial situation or stage in life.
Fees & Compensation
SECURESTATE is a fee-based advisory firm, meaning they charge a fee for their services, rather than earning commissions through the sale of products or investments. The firm is transparent about their fees and works with clients to create a fee structure that is fair and aligned with their financial goals.
Depending on the services required, clients may pay a flat fee, annual fee, or a percentage of assets under management. The firm also offers a complimentary initial consultation to discuss their services and fees with potential clients.
Background
SECURESTATE was founded in 1999 by John Smith, a highly experienced and reputable financial expert with over 30 years of experience in the industry. The firm has grown to become a trusted and respected name in the financial advisory industry, with a strong track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before hiring a financial advisor, it’s important to understand any potential conflicts of interest or disclosures that may impact their services. As a fee-based advisory firm, SECURESTATE is required to disclose any potential conflicts of interest to their clients. These may include:
SECURESTATE is committed to providing transparent and ethical services to their clients and will always disclose any potential conflicts of interest to ensure their clients can make well-informed financial decisions.