How does the advisor help clients – Key Takeaways:
The team at TCI WEALTH ADVISORS, INC. offers a range of financial services to help clients achieve their financial goals. They pride themselves on providing personalized and comprehensive advice to meet the individual needs of each client. Here are some key takeaways about how TCI WEALTH ADVISORS, INC. helps their clients:
- TCI WEALTH ADVISORS, INC. has a team of expert financial advisors who provide personalized and comprehensive advice to clients.
- The advisors at TCI WEALTH ADVISORS, INC. act as trusted financial experts, helping clients make informed decisions about their finances.
- The team at TCI WEALTH ADVISORS, INC. works closely with clients to understand their financial goals and develop a customized plan to achieve them.
- TCI WEALTH ADVISORS, INC. offers a range of financial services, including investment management, financial planning, and retirement planning.
Facts and Insights
TCI WEALTH ADVISORS, INC. is a highly reputable financial advisory firm with a wealth of experience and expertise. Here are some interesting facts and insights about the firm:
- TCI WEALTH ADVISORS, INC. has been in business for over 25 years
- The firm is headquartered in Los Angeles, California.
- TCI WEALTH ADVISORS, INC. has a team of 20 financial advisors who are dedicated to providing top-notch financial advice and services to their clients.
- The firm has over $2 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 20 | over 25 years |
Financial Services Offered
At TCI WEALTH ADVISORS, INC., clients can expect to receive a wide range of financial services to help them achieve their short and long-term financial goals. The firm offers the following services:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
TCI WEALTH ADVISORS, INC. works with a diverse range of clients, including individuals, families, and small businesses. The firm prides itself on helping clients from all stages of life achieve their unique financial goals. They offer personalized and comprehensive advice to meet the individual needs of each client.
Fees & Compensation
TCI WEALTH ADVISORS, INC. is a fee-only financial advisory firm, which means they do not receive any commissions for recommending specific products or services. This allows their advisors to provide unbiased advice and act in the best interest of their clients. The firm charges a percentage of assets under management as their fee, which is a common and transparent fee structure in the financial advisory industry.
Background
TCI WEALTH ADVISORS, INC. was founded in 1994 by a team of experienced financial advisors who wanted to provide comprehensive and personalized financial planning services to clients. Over the years, the firm has grown to become a top-rated financial advisory firm with a reputation for providing exceptional service and expertise. The team at TCI WEALTH ADVISORS, INC. is committed to helping their clients achieve their financial goals and maintain their financial well-being.
Financial Advisor Disclosures to Know
As a registered investment advisor, TCI WEALTH ADVISORS, INC. is subject to certain disclosures and regulations. Here are some important disclosures to know before working with TCI WEALTH ADVISORS, INC.:
- TCI WEALTH ADVISORS, INC. is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only investment advisory firm.
- The firm does not have any legal or disciplinary disclosures on record.
- The advisors at TCI WEALTH ADVISORS, INC. are legally bound to act in the best interest of their clients and