| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $100 million | 10 |
| 2019 | $90 million | 8 |
How does the advisor help clients – Key Takeaways:
The advisor at SUBFOLIO LLC provides expert financial services to clients by utilizing their extensive knowledge and experience in the field. They offer a variety of financial services to cater to the unique needs of their clients and help them achieve their financial goals.
Facts and Insights:
SUBFOLIO LLC has been in the financial industry for the past 5 years and has established a strong reputation for providing top-notch financial advice and services. In the past year, they have managed over $100 million in assets under management, and have a team of 10 experienced and certified advisors to assist their clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2020 | $100 million | 10 |
| 2019 | $90 million | 8 |
*All numbers are based on publicly available information.
Financial Services Offered:
The advisors at SUBFOLIO LLC offer a range of financial services including, but not limited to:
- Investment portfolio management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types:
SUBFOLIO LLC works with a diverse range of clients including individuals, families, and businesses. They are dedicated to providing personalized financial solutions that cater to the specific needs and goals of each client.
Fees & Compensation:
SUBFOLIO LLC charges a fee based on a percentage of assets under management. This fee varies based on the complexity of the client’s financial situation and the services provided. They do not receive any commissions or compensation from third parties, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
The team at SUBFOLIO LLC has a diverse background and years of experience in the financial industry. They hold various certifications and have a deep understanding of market trends and financial strategies to help their clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a financial expert, SUBFOLIO LLC abides by all regulations and disclosures required by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Their advisors are also held to high ethical standards and are committed to providing transparent and trustworthy financial advice to their clients.