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How does the advisor help clients – Key Takeaways:
TECHOPERATORS, LLC (TechOperators) is a financial services firm specializing in providing expert guidance to clients on financial matters. By leveraging the vast knowledge and experience of its advisors, TechOperators is able to assist clients in making well-informed and strategic decisions to achieve their financial goals.
Facts and Insights
TechOperators was founded in 2008 and has been in business for over a decade, building a strong reputation for delivering successful financial solutions for its clients. As of December 31, 2019, the firm manages over $500 million in assets and has a team of 15 expert advisors.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15 | Over 10 years |
Financial Services Offered
TechOperators provides a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm’s advisors have in-depth knowledge and expertise in each of these areas, allowing them to provide tailored solutions based on individual client needs and goals.
Client Types
TechOperators serves a diverse range of clients, including high-net-worth individuals, families, and business owners. The firm understands that each client has unique financial goals and works closely with them to develop personalized strategies to achieve those goals.
Fees & Compensation
TechOperators follows a transparent fee structure and fully discloses all costs to its clients. The firm’s advisors are compensated through a combination of fees and commissions, ensuring that their interests are aligned with those of their clients. The firm also offers a performance-based fee structure, allowing clients to only pay fees when their investments see positive returns.
Background
TechOperators was founded by a team of financial experts with decades of experience in the industry. Their strong backgrounds in investment management, financial planning, and strategic consulting have provided the foundation for the firm’s success. With a client-centric approach, the firm continues to be a trusted partner for its clients’ financial needs.
Financial Advisor Disclosures to Know
- TechOperators is a registered investment advisor with the Securities and Exchange Commission (SEC)
- The firm’s advisors are required to act in the best interest of their clients and provide full disclosure of any potential conflicts of interest
- TechOperators has a clean record with no disciplinary actions or sanctions from regulatory bodies