How does the advisor help clients – Key Takeaways:
SEVEN TWO PARTNERS is a financial consulting firm that specializes in providing expert financial advice to individuals and businesses. With a team of experienced advisors and a comprehensive range of financial services, they are dedicated to helping their clients achieve their financial goals.
Facts and Insights
SEVEN TWO PARTNERS was founded in 2005 and has since established itself as a highly reputable financial consulting firm. Their team of advisors has a combined experience of over 50 years in the financial industry, making them one of the most knowledgeable and experienced firms in the field.
The firm currently manages over $500 million in assets and has a team of 10 dedicated advisors. They have a strong track record of helping their clients achieve steady and consistent returns on their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered:
SEVEN TWO PARTNERS offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide personalized financial planning and consulting services to help clients achieve their specific financial goals.
Client Types:
The firm works with a wide range of clients, including high net worth individuals, families, and businesses. They also offer financial services to professionals, such as doctors, lawyers, and executives.
Fees & Compensation:
SEVEN TWO PARTNERS is a fee-only firm, which means they do not receive any commissions or third-party payments for their services. They are completely transparent with their fees, and their clients pay them a percentage of assets under management as their compensation. This ensures that their interests are aligned with those of their clients, and they are solely focused on providing unbiased and objective financial advice.
Background:
The team at SEVEN TWO PARTNERS consists of experienced and highly qualified financial advisors. They hold various professional designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). These credentials reflect their expertise and commitment to providing the best possible financial advice to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, SEVEN TWO PARTNERS is required to disclose any potential conflicts of interest to their clients. They make this information readily available on their website and in their client agreements. They also have a strict code of ethics that all of their advisors must adhere to, ensuring that their clients receive honest and transparent financial advice at all times.