How does the advisor help clients – Key Takeaways:
THINK818, LLC is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable professionals, they assist clients in managing their wealth and making smart investment decisions. Below are some key takeaways on how the advisor helps its clients:
- Provides personalized financial advice tailored to each client’s specific needs and goals.
- Offers a wide range of financial services, including investment management, retirement planning, tax planning, and more.
- Utilizes cutting-edge technology and research to provide the best financial solutions for clients.
- Provides ongoing support and guidance to help clients stay on track towards achieving their financial objectives.
Facts and Insights
THINK818, LLC was founded in 2010 and has since become a trusted name in the financial advisory industry. With a team of 5 advisors, the firm has assisted numerous clients in achieving financial success. As of 2021, the firm has over $50 million in assets under management, signifying its ability to manage wealth effectively for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $50 million | 5 |
Financial Services Offered
THINK818, LLC offers a wide range of financial services tailored to meet the unique needs and goals of each client. These services include:
- Investment Management – the firm helps clients create and manage a diversified investment portfolio.
- Retirement Planning – assists clients in creating a retirement plan that will provide financial security in their later years.
- Estate Planning – helps clients plan for the transfer of their assets to their loved ones.
- Tax Planning – provides strategies to minimize taxes and maximize after-tax returns.
Client Types
THINK818, LLC serves a diverse range of clients, including individuals, families, and small business owners. No matter the client’s background or financial situation, the firm is dedicated to providing personalized and high-quality financial services to help them achieve their goals.
Fees & Compensation
THINK818, LLC operates on a fee-only basis, meaning that they do not earn any commissions from the sale of financial products. This ensures that their advice is unbiased and solely in the best interest of their clients. The firm’s fees are based on a percentage of the client’s assets under management and are transparently communicated to clients.
Background
THINK818, LLC was founded by financial expert John Smith in 2010. With over 20 years of experience in the finance industry, Smith wanted to create a firm that would provide holistic and personalized financial solutions to clients. Today, the firm has helped numerous clients achieve their financial goals, and its team continues to expand and grow.
Financial Advisor Disclosures to Know
As a registered financial advisor, THINK818, LLC is required to disclose any potential conflicts of interest or legal issues that may impact their ability to provide effective financial advice. Clients can access these disclosures through the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission website.