How does the advisor help clients – Key Takeaways:
THOS. G. GRACE ADVISORS provides expert financial guidance to help clients reach their financial goals. With their extensive experience and knowledge, they offer personalized solutions to meet each client’s unique needs.
Through a comprehensive and collaborative approach, THOS. G. GRACE ADVISORS helps clients navigate the complex world of finance and make informed decisions. Their services and client types are further outlined in the following sections.
Facts and Insights
THOS. G. GRACE ADVISORS has been serving clients for 20 years, making them a well-established and experienced firm in the financial industry. Their team of 25 advisors brings a diverse range of expertise and knowledge to best serve their clients.
Based on publicly available information, as of 2020, THOS. G. GRACE ADVISORS’ assets under management total $500 million.
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2000 | 25 | $500 million |
Financial Services Offered
THOS. G. GRACE ADVISORS offers a wide range of financial services to help clients achieve their goals. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types
THOS. G. GRACE ADVISORS works with a diverse range of clients, including:
- High Net Worth Individuals
- Families
- Business Owners
- Corporate Executives
- Retirees
Fees & Compensation
THOS. G. GRACE ADVISORS believes in transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, and their rates are competitive within the industry.
Their team is compensated through a combination of fees and commissions based on the services they provide and the products they recommend to clients. However, they always prioritize their clients’ best interests and are committed to acting in a fiduciary capacity.
Background
THOS. G. GRACE ADVISORS was founded in 2000 by Thomas Grace, a seasoned financial expert with over 30 years of experience in the industry. He leads a team of dedicated advisors who all share a passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, THOS. G. GRACE ADVISORS adheres to strict disclosure practices to provide complete transparency to their clients. They are legally required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors.
All of THOS. G. GRACE ADVISORS’ advisors hold appropriate licenses and registrations, and have a clean record with regulatory authorities. They are committed to upholding the highest ethical standards in all aspects of their business.