How does the advisor help clients – Key Takeaways:
STRIVE INVESTMENT MANAGEMENT, LLC is a highly reputable financial advisory firm with expertise in various financial services. The firm is dedicated to providing exceptional financial planning and investment management solutions to its clients. With a team of experienced advisors, STRIVE INVESTMENT MANAGEMENT, LLC offers personalized and comprehensive financial strategies to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about STRIVE INVESTMENT MANAGEMENT, LLC:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
STRIVE INVESTMENT MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
Client Types
The firm serves a diverse group of clients, including individuals, families, and businesses. It also caters to both high-net-worth and middle-income clients, with a focus on providing tailored solutions to meet their unique financial needs.
Fees & Compensation
STRIVE INVESTMENT MANAGEMENT, LLC follows a transparent fee structure and charges a percentage of the total AUM as its management fee. The firm does not receive any commissions or fees for recommending specific products or services, ensuring that its advisors always act in the best interest of their clients.
Background
Founded in 2001, STRIVE INVESTMENT MANAGEMENT, LLC has been in the business for 20 years, making it a well-established and experienced player in the financial advisory industry. The firm prides itself on its team of highly qualified and experienced advisors who possess in-depth knowledge and expertise in various financial disciplines.
Financial Advisor Disclosures to Know
As a fiduciary, STRIVE INVESTMENT MANAGEMENT, LLC is committed to acting in the best interest of its clients. The firm has a clean record with no reported disciplinary actions or sanctions against it, ensuring that clients can trust the advice and recommendations provided by its advisors.