How does the advisor help clients – Key Takeaways:
The role of a financial advisor is to provide expert guidance and support to clients in managing their finances. This can involve a variety of services, including financial planning, investment management, and retirement planning. By working with a financial advisor, clients can gain valuable insights and assistance in meeting their financial goals.
Facts and Insights
The following information offers key insights into the services and offerings of SHARE:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 25+ | 10+ years |
SHARE has a proven track record of managing a significant amount of assets, with a team of experienced advisors who have been in the business for over a decade.
Financial Services Offered
SHARE offers a range of financial services to assist clients in achieving their financial goals, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
SHARE serves a diverse range of clients, including:
- Individual investors
- Families
- Business owners
- Retirees
- High net worth individuals
Fees & Compensation
SHARE’s fees and compensation structure is transparent and straightforward. The majority of their revenue comes from a percentage of AUM, ensuring alignment with the client’s financial success. They also offer hourly and flat fee options for select services.
Background
SHARE was founded by a team of financial experts with years of experience in the industry. They are dedicated to providing personalized and comprehensive financial solutions to their clients. SHARE is also committed to staying up-to-date with the latest financial trends and utilizing cutting-edge technology to better serve their clients.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to familiarize yourself with their disclosures, including:
- Fiduciary status
- Conflicts of interest
- Compensation structure
- Background and disciplinary history
SHARE is a fiduciary, meaning they are legally obligated to act in the best interest of their clients. They also maintain full transparency about any potential conflicts of interest and their compensation structure. Their team has a clean disciplinary record, providing peace of mind to clients.