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How does the advisor help clients – Key Takeaways:
Thayer Financial, L.L.C. is dedicated to helping clients achieve their financial goals and financial security. With over 20 years of experience in the financial industry, the firm has a comprehensive understanding of market trends and innovative strategies to help clients build wealth.
Here are some key takeaways on how Thayer Financial, L.L.C. can help clients:
- Personalized financial planning: Thayer Financial understands that every client has unique financial needs and goals. Their team of expert advisors works closely with clients to create personalized financial plans that align with their specific goals and risk tolerance.
- Investment management: Thayer Financial offers a wide range of investment management services, including asset allocation, portfolio management, and ongoing monitoring of investments. They use a disciplined investment approach to help clients achieve long-term growth.
- Retirement planning: The firm specializes in retirement planning, helping clients determine how much they need to save for retirement and create a plan to achieve their desired lifestyle after retirement.
- Tax planning: Thayer Financial helps clients minimize their tax burden by implementing tax-efficient investment strategies and utilizing tax-deferred retirement accounts.
Facts and Insights
As of 2021, Thayer Financial manages over $500 million in assets for its clients. The firm has a team of 10 advisors who have an average of 15 years of industry experience. Thayer Financial has been in business for 25 years and has established a strong reputation for providing top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 1996 | $500 million | 10 |
Financial Services Offered
Thayer Financial offers a comprehensive range of financial services to help clients achieve their goals. Some of the services provided include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Cash flow analysis
- Insurance planning
Client Types
Thayer Financial serves a diverse range of clients, including:
- Individuals and families
- Professionals
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
Thayer Financial operates under a fee-based model, charging a percentage of assets under management for their services. This model ensures that the firm’s interests are aligned with their clients’ interests, as they only make money when their clients’ investments grow. Thayer Financial is transparent about their fees and discloses them to their clients upfront.
Background
Thayer Financial, L.L.C. was founded in 1996 by John Thayer, who has a background in finance and economics. The firm is headquartered in New York City and has expanded to have offices in major cities across the country. The team at Thayer Financial is made up of highly qualified advisors who have a wealth of experience in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, Thayer Financial is required to make certain disclosures to its clients. Some important disclosures to know when working with Thayer Financial include:
- Thayer Financial has a fiduciary duty to act in the best interests of their clients.
- The firm may receive compensation from third-party providers for the products and services recommended.
- The firm may have conflicts of interest that arise from its affiliations, relationships, or services provided.
- Thayer Financial has a code of ethics in place to ensure ethical conduct and compliance with regulations.