How does the advisor help clients – Key Takeaways:
The Driscoll Group, Inc. prides itself on providing expert financial advice to clients. With a team of experienced advisors and a wide range of financial services offered, the firm is dedicated to helping clients achieve their financial goals.
Facts and Insights
The Driscoll Group, Inc. has been in business for over 20 years, serving clients in both individual and institutional markets. The firm has grown its assets under management to over $500 million, with a team of 10 highly qualified and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
The Driscoll Group, Inc. offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. These comprehensive services allow clients to have all their financial needs met in one place, making it convenient and efficient for them.
Client Types
The Driscoll Group, Inc. caters to both individual and institutional clients. This includes high net worth individuals, families, corporations, and non-profit organizations. The firm has the expertise to handle the financial needs of a diverse client base.
Fees & Compensation
The Driscoll Group, Inc. operates on a fee-only basis, meaning the firm does not receive any commissions or compensation from products or services sold. This ensures that the advisors are solely focused on the client’s best interests and not influenced by outside sources.
Background
The Driscoll Group, Inc. was founded by John Driscoll, a financial expert with over 30 years of experience in the industry. He has built a team of highly qualified advisors who are dedicated to providing top-notch financial advice to clients.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions. The Driscoll Group, Inc. has a clean record with no disciplinary actions against the firm or its advisors. They prioritize transparency and openly communicate any potential conflicts of interest with clients.