How does the advisor help clients – Key Takeaways:
STRIVENT FINANCIAL is a financial advisory firm that helps clients achieve their financial goals by providing expert financial advice and management. Through a variety of services, the advisors at STRIVENT FINANCIAL help clients make important financial decisions that can impact their future.
Here are the key takeaways on how the advisors at STRIVENT FINANCIAL can help clients:
- Expert financial advice to help clients make important financial decisions
- Management of clients’ funds to help them achieve their financial goals
- Assistance with creating personalized financial plans
- Educational resources and guidance on various financial topics
Facts and Insights
To better understand STRIVENT FINANCIAL and their services, let’s take a look at some facts and insights:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
As of 2021, STRIVENT FINANCIAL manages over $500 million in assets for their clients. With a team of 20+ advisors, they have been in business for 10+ years, providing expert financial advice and management services.
Financial Services Offered
STRIVENT FINANCIAL offers a range of financial services to help clients achieve their goals and make informed decisions. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
With a comprehensive approach, STRIVENT FINANCIAL aims to provide their clients with all the necessary tools and services to make sound financial decisions.
Client Types
STRIVENT FINANCIAL caters to a variety of clients, including:
- Individual investors
- High net worth individuals
- Small business owners
- Corporate clients
- Retirees
By serving a diverse group of clients, STRIVENT FINANCIAL is able to tailor their services to meet the unique needs and goals of each individual.
Fees & Compensation
Like most financial advising firms, STRIVENT FINANCIAL charges fees for their services. These fees can include:
- Percentage of assets under management
- Flat fee for financial planning services
- Commission for insurance or investment products
- Hourly rate for consultations
The specific fees and compensation structure may vary depending on the services provided and the client’s individual needs.
Background
STRIVENT FINANCIAL was founded in 2008 and has since grown into a well-respected financial advisory firm. Their team of advisors includes experienced professionals with a deep understanding of the financial industry and a commitment to helping their clients succeed.
STRIVENT FINANCIAL prides itself on its client-centric approach and strives to provide personalized and effective financial solutions to each and every client.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to be aware of any disclosures they may have. These disclosures can include any legal or disciplinary actions taken against the advisor, as well as any conflicts of interest they may have.
You can find information on STRIVENT FINANCIAL’s disclosures on their website or through the Securities and Exchange Commission’s (SEC) Investment Adviser Public Disclosure (IAPD) database.
It is always recommended to thoroughly research and understand any financial firm or advisor before working with them.