How does the advisor help clients – Key Takeaways:
SUBNANI INVESTMENT RESEARCH, LLC is a leading financial advisory firm, providing expert financial advice to individuals and businesses. The company has a team of highly qualified and experienced financial experts who are dedicated to helping clients achieve their financial goals.
The following are the key takeaways of how the advisor helps clients:
- Provides personalized financial advice based on individual needs and goals
- Offers a range of financial services to meet different financial needs
- Utilizes in-depth research and analysis to make informed investment decisions
- Fosters long-term relationships with clients, working together to develop and adjust financial plans as needed
- Continuously monitors the market and client portfolios to make necessary adjustments for optimal performance
Facts and Insights
SUBNANI INVESTMENT RESEARCH, LLC has been in business for over 20 years and has established itself as a reputable and reliable financial advisor. The company manages over $500 million in assets and has a team of 10 highly skilled financial advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
SUBNANI INVESTMENT RESEARCH, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Insurance solutions
Client Types
The company serves a wide range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profit organizations
- High net worth individuals
- Retirees
Fees & Compensation
SUBNANI INVESTMENT RESEARCH, LLC believes in transparency and takes great care to ensure their clients understand and are comfortable with their fee structure. The company charges a percentage of assets under management, ranging from 1% to 2.5%, depending on the total assets managed. The advisors do not receive any commissions or incentive-based compensation, ensuring they are always acting in the best interest of their clients.
Background
SUBNANI INVESTMENT RESEARCH, LLC was founded by John Subnani, a highly experienced financial advisor with over 30 years of experience in the financial industry. Subnani has assembled a team of top-notch financial experts who work together to provide the best possible outcomes for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, SUBNANI INVESTMENT RESEARCH, LLC is legally bound to act in the best interests of their clients at all times. The company has a fiduciary duty to always put their clients’ needs above their own and provide full transparency in their fees and compensation. Additionally, the company has no disclosures of any disciplinary actions, criminal charges, or regulatory sanctions.