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How does the advisor help clients – Key Takeaways:
As a financial expert with years of experience, STRATEGIC ADVOCATES, LLC offers extensive services to help clients achieve their financial goals. Through strategic planning and personalized solutions, the firm assists individuals and businesses in managing their wealth and investments, ultimately leading to financial success.
Facts and Insights
Founded in 2005, STRATEGIC ADVOCATES, LLC has been providing top-notch financial services for over 15 years. The firm has a team of highly skilled advisors who understand the market and have a thorough knowledge of various financial strategies.
According to publicly available data, the firm currently manages over $500 million in assets under management. Its team of advisors, which includes both certified financial planners and chartered financial analysts, work closely with clients to understand their needs and develop tailored financial plans.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
STRATEGIC ADVOCATES, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Wealth transfer planning
- Tax planning
- Estate planning
- Education planning
Client Types
The firm serves a variety of clients, including individuals, families, and businesses. Its team of advisors is well-equipped to cater to the unique financial needs of each client and create customized solutions.
Fees & Compensation
STRATEGIC ADVOCATES, LLC believes in transparency and has a fee-only structure. This means that clients are charged a fee for the services they receive and do not have to worry about any hidden fees or commissions. The firm’s fees are based on a percentage of assets under management, ensuring that the advisors’ interests are aligned with the clients’ goals.
Background
The team at STRATEGIC ADVOCATES, LLC has a broad range of experience and expertise in the financial industry. They have dealt with various market cycles and have a deep understanding of the ever-changing dynamics of the financial world. This allows them to provide sound financial advice and guide clients towards a secure financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, STRATEGIC ADVOCATES, LLC is obligated to provide full disclosure of any potential conflicts of interest or important information that may impact a client’s decision to work with the firm. These disclosures are available to clients and potential clients upon request and are also listed on the firm’s ADV brochure, as required by the Securities and Exchange Commission.