How does the advisor help clients – Key Takeaways:
SHIFT FYNANCIAL provides comprehensive financial services to help clients achieve their financial goals. Their team of experts offers personalized advice and solutions tailored to each client’s unique financial situation.
Facts and Insights
Founded in 2005, SHIFT FYNANCIAL has over 15 years of experience in the financial services industry. They have a team of 50+ advisors who are all skilled and knowledgeable in various areas of finance. As of 2020, they have over $2 billion in Assets Under Management (AUM).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business (Years) |
|---|---|---|
| $2 billion | 50+ | 15 |
Financial Services Offered
SHIFT FYNANCIAL offers a wide range of financial services to their clients. They provide comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. They also offer insurance options such as life insurance, long-term care insurance, and disability insurance. Additionally, they provide educational resources and tools to help clients make informed decisions about their finances.
Client Types
SHIFT FYNANCIAL serves a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporate executives. They also cater to clients at different stages of their financial journey, from young professionals starting their careers to retirees looking to preserve their wealth.
Fees & Compensation
SHIFT FYNANCIAL operates on a fee-only model, meaning their advisors are only compensated through the fees their clients pay for their services. This ensures that their advisors have their clients’ best interests in mind and are not incentivized to push certain products or investment options. Their fees vary based on the level of service and complexity of a client’s financial situation.
Background
SHIFT FYNANCIAL was founded by a team of financial experts with a shared passion for helping people achieve financial success. They have grown to become one of the leading financial advisory firms in the industry, known for their personalized approach and commitment to their clients’ financial well-being.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures that may affect the services they provide. SHIFT FYNANCIAL is a registered investment advisor and therefore has a fiduciary duty to act in their clients’ best interests. They are also transparent about any fees, commissions, or incentives they may receive when recommending products or services to their clients.