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How does the advisor help clients – Key Takeaways:
TERADIME FINANCIAL LLC is a professional financial firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, they strive to provide personalized and comprehensive financial planning strategies to each of their clients.
Facts and Insights
Incorporated in 2008, TERADIME FINANCIAL LLC has been in business for over 13 years, providing expert financial advice to its clients. As of 2021, the firm has a total of 50 advisors and manages over $1 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Incorporated | Total Advisors | Assets Under Management |
|---|---|---|
| 2008 | 50 | $1 billion |
Financial Services Offered
TERADIME FINANCIAL LLC offers a wide range of financial services to help clients build, manage, and protect their wealth. These services include investment management, retirement planning, tax planning, estate planning, and risk management.
Client Types
The firm works with a diverse range of clients, including high net-worth individuals, families, and small business owners. They also have expertise in working with young professionals, helping them develop a strong financial foundation for their future.
Fees & Compensation
TERADIME FINANCIAL LLC has a transparent fee structure, and all fees and compensation are disclosed to clients at the beginning of the relationship. The firm primarily charges a percentage of assets under management as their fee, and they do not receive any commissions or kickbacks from financial products.
Background
The team at TERADIME FINANCIAL LLC is highly experienced and qualified in providing financial advice. They have a strong educational background in business, finance, and economics, with many advisors holding advanced degrees and professional certifications.
Financial Advisor Disclosures to Know
As a registered investment advisor, TERADIME FINANCIAL LLC is held to a fiduciary standard, which means they are legally bound to act in the best interest of their clients. This ensures that the advice given by the advisors is unbiased and in the best interest of the client.