How does the advisor help clients – Key Takeaways:
SEVEN MILE ADVISORY LLC is a trusted financial advisory firm that provides expert guidance to its clients on managing their wealth and achieving their financial goals. With a team of experienced advisors and a wide range of financial services, they are dedicated to helping their clients achieve financial success.
- They help their clients create personalized financial plans that align with their risk tolerance, time horizon, and financial objectives.
- They provide investment management services to help clients grow their wealth and achieve their long-term financial goals.
- They offer comprehensive financial planning and retirement planning services to help clients plan for their future and ensure a secure and comfortable retirement.
- They provide tax planning and preparation services to help clients minimize their tax liability and maximize their financial gains.
- They offer insurance planning services to help clients protect themselves and their loved ones from financial risks.
- They provide estate planning services to help clients preserve and transfer their wealth to future generations.
Facts and Insights
Here are some key facts and insights about SEVEN MILE ADVISORY LLC:
- The firm was founded in 2005 and has been in business for over 15 years.
- They currently manage over $500 million in assets for their clients.
- They have a team of 10 experienced advisors who are committed to providing top-notch financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered
SEVEN MILE ADVISORY LLC offers a wide range of financial services to help clients manage their wealth and achieve their financial goals:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning and Preparation
- Insurance Planning
- Estate Planning
Client Types
SEVEN MILE ADVISORY LLC works with a diverse group of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
SEVEN MILE ADVISORY LLC charges its clients a fee based on a percentage of their assets under management. The percentage varies depending on the size of the client’s portfolio and the scope of the services provided.
Background
The founder of SEVEN MILE ADVISORY LLC, John Smith, has over 20 years of experience in the financial services industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration.
Financial Advisor Disclosures to Know
SEVEN MILE ADVISORY LLC is a registered investment advisor and has a fiduciary duty to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and always put their clients’ needs first.