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How does the advisor help clients – Key Takeaways:
In today’s complex financial landscape, individuals and businesses often turn to financial advisors for guidance on managing their wealth and planning for the future. THI, INC. is a reputable financial firm with experienced and knowledgeable advisors who serve as trusted partners in achieving financial goals. Through personalized strategies and a comprehensive range of services, THI, INC. assists clients in making informed decisions that align with their unique financial circumstances and aspirations.
Facts and Insights
THI, INC. was founded in 2005 and has since grown its assets under management to $2 billion. The firm currently has 100 advisors who specialize in various areas of financial planning, including retirement planning, investment management, and estate planning. THI, INC. has a strong track record of helping clients achieve financial success and has received recognition and awards for its services.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2015 | $1.5 | 75 |
| 2016 | $1.7 | 85 |
| 2017 | $2 | 100 |
Financial Services Offered
THI, INC. is a full-service financial firm that offers a wide range of services to its clients. These services include retirement planning, investment management, insurance planning, tax planning, and estate planning. By offering a diverse set of services, THI, INC. is able to provide comprehensive and holistic financial solutions to its clients.
Client Types
THI, INC. serves a diverse range of clients, including high-net-worth individuals, small businesses, and corporations. The firm tailors its services to meet the unique needs and goals of each client, regardless of their size or financial circumstances. This approach allows THI, INC. to develop long-lasting relationships built on trust and mutual success.
Fees & Compensation
THI, INC. believes in transparency and fairness when it comes to fees and compensation. The firm charges a percentage of assets under management for its services, and these fees are communicated clearly and discussed with the client before any agreements are made. THI, INC. also discloses any potential conflicts of interest and is dedicated to acting in the best interest of its clients at all times.
Background
THI, INC. was founded by a team of finance and investment professionals who shared a passion for helping individuals and businesses achieve financial success. With decades of combined experience, the firm’s leaders have established a solid reputation for their expertise, integrity, and commitment to client satisfaction. THI, INC. continues to uphold these values and remains at the forefront of the financial industry.
Financial Advisor Disclosures to Know
As a responsible and ethical financial firm, THI, INC. adheres to all regulatory guidelines and disclosures. The firm discloses all potential conflicts of interest, fees, and any material information that may impact a client’s decision-making. This level of transparency and compliance is an integral part of THI, INC.’s commitment to maintaining the trust and confidence of its clients.