THOROUGHBRED FINANCIAL SERVICES, LLC (THOROUGHBRED FINANCIAL SERVICES, LLC) is a leading financial advisory firm that has been providing comprehensive financial services to clients since its inception. With a team of highly skilled and experienced advisors, THOROUGHBRED FINANCIAL SERVICES, LLC is dedicated to helping individuals and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
– Offers a range of financial services tailored to meet individual needs, including investment management, retirement planning, estate planning, tax planning, and more.
– Provides personalized and customized financial plans to help clients achieve their specific financial goals.
– Offers ongoing support and guidance to help clients make informed financial decisions and navigate complex financial situations.
Facts and Insights
THOROUGHBRED FINANCIAL SERVICES, LLC has been in business for over 20 years and during this time has accumulated a wealth of knowledge and experience in the financial industry. The firm is constantly staying updated on the latest trends and developments in the market to provide the best possible advice to clients. As a result, clients can benefit from the firm’s insights and expertise when making important financial decisions.
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
THOROUGHBRED FINANCIAL SERVICES, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Risk management
- Business planning
Client Types
THOROUGHBRED FINANCIAL SERVICES, LLC works with a diverse range of clients including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, regardless of their income level, age, or financial situation. The firm believes in building long-term relationships with clients and helping them achieve financial success at every stage of their lives.
Fees & Compensation
THOROUGHBRED FINANCIAL SERVICES, LLC charges a fee for their services based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the client’s, as the firm only benefits when the client’s assets grow. This fee structure also ensures transparency and eliminates any potential conflicts of interest.
Background
THOROUGHBRED FINANCIAL SERVICES, LLC was founded in 1999 by a team of experienced financial advisors with the goal of providing comprehensive and personalized financial services to clients. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fee-only financial advisor, meaning they do not earn commissions on any investments they recommend.
Financial Advisor Disclosures to Know
As a registered investment advisor, THOROUGHBRED FINANCIAL SERVICES, LLC is required to disclose any potential conflicts of interest to their clients. These may include any affiliations with other financial institutions or companies, compensation arrangements, or potential personal interests in specific investments. The firm takes transparency seriously and ensures that all disclosures are made to clients before engaging in any financial transaction.