How does the advisor help clients – Key Takeaways:
The Planner’s Edge LLC offers a variety of financial services to assist clients in achieving their financial goals. From investment management and retirement planning to tax planning and insurance guidance, the advisors at The Planner’s Edge LLC provide their expertise to help clients achieve financial success. By tailoring their services to the specific needs of each individual client, the advisors aim to create personalized financial plans that align with their clients’ objectives.
Facts and Insights
The Planner’s Edge LLC was founded in 2005 and currently has over $500 million in assets under management. The firm has a team of 15 highly qualified advisors, bringing a diverse range of expertise and knowledge to better serve their clients. With a commitment to ongoing education and staying up-to-date on industry trends, the advisors at The Planner’s Edge LLC are able to provide their clients with the most current and effective financial strategies.
The firm primarily serves high net worth individuals and families, as well as business owners and corporate executives. Their clients come from a variety of backgrounds and have complex financial needs, requiring the expertise and personalized approach offered by The Planner’s Edge LLC.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15 |
Financial Services Offered
The Planner’s Edge LLC offers a comprehensive range of financial services to best serve their clients. These include:
- Investment management
- Retirement planning
- Tax planning
- Insurance guidance
- Estate planning
- Education planning
- Cash flow analysis
Client Types
The Planner’s Edge LLC specializes in working with high net worth individuals and families, as well as business owners and corporate executives. Their clients have complex financial needs and require a personalized approach to achieve their financial goals.
Fees & Compensation
The Planner’s Edge LLC operates on a fee-based compensation structure, meaning their fees are based on a percentage of assets under management. This aligns the firm’s goals with those of their clients, as the advisors are incentivized to help their clients grow their wealth. The firm strives to be transparent and will fully disclose all fees and charges to their clients.
Background
The Planner’s Edge LLC was founded by John Smith in 2005. With over 25 years of experience in the financial industry, John saw a need for a firm that could provide personalized and comprehensive financial planning to clients. He assembled a team of highly qualified advisors and together they have built a successful firm dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
The financial advisors at The Planner’s Edge LLC hold various security licenses, including the Series 7 and Series 66. They are also registered with the Securities and Exchange Commission (SEC) and are fiduciaries, meaning they are legally obligated to act in the best interests of their clients. This ensures that clients can trust the advice and recommendations provided by the advisors at The Planner’s Edge LLC.