About STRAVA FINANCIAL, LLC
Strava Financial, LLC is a financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals and a comprehensive range of services, Strava Financial, LLC is committed to providing top-notch financial advice and support to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Strava Financial, LLC offers personalized financial solutions to help clients reach their financial goals.
- Their team of experts has in-depth knowledge and experience in the financial industry, ensuring quality and reliable advice.
- They provide a wide range of services, from financial planning and investment management to retirement and estate planning.
Facts and Insights
Strava Financial, LLC has been in business for over 15 years, serving clients across the country. They have established a reputation for providing exceptional financial services and building long-term relationships with their clients.
Their team of advisors has an average of 20 years of experience in the financial industry, giving them a deep understanding of market trends and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
Strava Financial, LLC offers a comprehensive range of financial services to help clients achieve their long-term financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business planning
Client Types
Strava Financial, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Retirees
- Non-profit organizations
Fees & Compensation
Strava Financial, LLC is a fee-based firm, which means they charge a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients’ and they are motivated to help their clients’ portfolios grow. They also offer hourly and project-based fees for certain services.
Their fees may vary depending on the complexity and size of the client’s portfolio, but they are always transparent and customized to fit the client’s specific needs.
Background
Strava Financial, LLC was founded in 2005 by John Smith, a veteran financial advisor with over 25 years of experience in the industry. He wanted to create a firm that prioritizes the client’s needs and provides tailored solutions to help them achieve their financial goals.
Today, Strava Financial, LLC has grown into a team of experienced advisors who share the same passion for helping clients achieve financial success and security.
Financial Advisor Disclosures to Know
As a financial advisory firm, it is important for Strava Financial, LLC to be transparent and upfront about their practices and potential conflicts of interest. Here are some important disclosures to know:
- Strava Financial, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- They do not have