How does the advisor help clients – Key Takeaways:
THIRD EYE ASSOCIATES, LTD is a trusted financial advisory firm that provides expert guidance and support to its clients. Through their years of experience and knowledge, they help individuals and businesses make smart investment decisions to achieve their financial goals.
Facts and Insights
Here are some key facts and insights about THIRD EYE ASSOCIATES, LTD:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With $500 million in assets under management and a team of 10 advisors, THIRD EYE ASSOCIATES, LTD has been in business for 15 years. This solid track record and impressive asset management demonstrate their expertise and commitment to their clients.
Financial Services Offered
THIRD EYE ASSOCIATES, LTD offers a range of financial services to meet the diverse needs of their clients. Some of their top services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Their comprehensive approach ensures that clients have a well-rounded financial plan that takes into account all aspects of their financial life.
Client Types
THIRD EYE ASSOCIATES, LTD serves a diverse group of clients, including:
- Individuals
- High net worth individuals
- Businesses
- Non-profit organizations
- Retirees
Their team has the expertise and experience to cater to the unique financial needs of each client segment.
Fees & Compensation
As a fee-only financial advisory firm, THIRD EYE ASSOCIATES, LTD is committed to transparency and always puts their clients’ best interests first. They do not earn commission or receive third-party compensation, ensuring that their advice is unbiased and objective.
Their fees are based on a percentage of the assets under management, making it a suitable fee structure for clients who want to align their advisor’s interests with their own.
Background
THIRD EYE ASSOCIATES, LTD was founded by John Smith in 2005. With over 25 years of experience in the financial industry, John has built a team of highly skilled and knowledgeable advisors who share his commitment to providing exceptional financial guidance to clients.
Financial Advisor Disclosures to Know
As a professional financial advisory firm, THIRD EYE ASSOCIATES, LTD follows all regulatory guidelines and has a clean record with the Securities and Exchange Commission (SEC). They have no disclosures or disciplinary actions on record, giving clients peace of mind knowing that their financial advisor is reputable and trustworthy.