How does the advisor help clients – Key Takeaways:
Three Points Financial, Inc. is a financial services firm that specializes in providing expert financial guidance to its clients. The team of advisors at Three Points Financial, Inc. pride themselves on their comprehensive approach to financial planning, offering a range of services and solutions to help their clients achieve their financial goals.
Facts and Insights:
Here are some key facts and insights about Three Points Financial, Inc. that highlight their expertise and experience in the financial industry:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
Three Points Financial, Inc. provides a wide range of financial services to their clients, including but not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types:
Three Points Financial, Inc. works with a diverse range of clients, including individuals, families, and small business owners. Their expert advisors tailor their services to meet the unique needs and goals of each client, ensuring a personalized and effective approach to financial planning.
Fees & Compensation:
Three Points Financial, Inc. operates on a fee-based compensation structure, where clients pay a percentage of their assets under management for the services provided by their advisors. This approach ensures that the firm’s interests are aligned with their clients’ and that they are committed to helping their clients grow their wealth.
Background:
Three Points Financial, Inc. was founded 15 years ago by a team of financial experts with a shared passion for helping individuals and families achieve financial success. Their team of advisors has a diverse range of backgrounds, education, and experience, which allows them to offer a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
It’s important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisor. Here are some key disclosures for Three Points Financial, Inc.:
- Three Points Financial, Inc. has no disciplinary actions or legal and regulatory issues in their 15 years of operation.
- The firm may receive commissions from the sale of certain investment products, which may cause a potential conflict of interest.
- Three Points Financial, Inc. is a registered investment advisor and is held to a fiduciary standard, meaning they are legally bound to act in their clients’ best interests.