How does the advisor help clients – Key Takeaways:
TRUADVICE LLC is a leading financial advisory firm that prides itself on providing expert guidance and personalized solutions to its clients. With a team of highly experienced and knowledgeable advisors, TRUADVICE helps individuals, families, and businesses achieve their financial goals and secure their financial future.
Here are some key takeaways on how TRUADVICE helps its clients:
- Provides personalized financial solutions tailored to each client’s unique needs and goals.
- Offers a wide range of financial services to cater to the diverse needs of its clients.
- Has a team of experienced and knowledgeable advisors who are dedicated to helping clients make informed financial decisions.
- Uses a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
- Regularly reviews and adjusts clients’ financial plans to ensure they remain aligned with their changing needs and goals.
Facts and Insights
Since its establishment in 2008, TRUADVICE LLC has quickly become a trusted name in the financial advisory industry. The firm has a strong track record of helping clients achieve their financial goals and has garnered numerous awards and recognition for its exceptional service and expertise.
Here are some key insights into TRUADVICE’s success:
- Assets under management (AUM) – As of December 2019, TRUADVICE manages over $500 million in client assets.
- Number of advisors – TRUADVICE has a team of 10 dedicated advisors who work closely with clients to provide personalized financial solutions.
- Time in business – With over 12 years of experience, TRUADVICE has established itself as a reliable and reputable financial advisory firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2016 | $380 million | 6 |
| 2017 | $410 million | 7 |
| 2018 | $440 million | 8 |
| 2019 | $500 million | 10 |
Financial Services Offered
TRUADVICE LLC offers a comprehensive range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning and trust management
- Tax planning
- Insurance planning
- Cash flow analysis
- Debt management
- College education funding
- Business planning
- Employee benefits planning
Client Types
TRUADVICE LLC serves a diverse range of clients, including individuals, families, and businesses. The firm’s personalized approach to financial planning allows it to tailor its services to meet the unique needs and goals of each client.
Fees & Compensation
TRUADVICE LLC operates on a fee-based compensation structure, meaning clients pay a fee based on a percentage of their assets under management. This fee covers the cost of investment management and financial planning services provided by the firm.
Clients also have the option to engage in fee-only services for specific financial planning needs or hourly consultations.
Background
Founded in 2008, TRUADVICE LLC is a privately-owned firm with its headquarters located in Los Angeles, California. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
The firm’s team of advisors has an average of over 15 years of experience in the financial industry and holds various professional certifications, including Certified Financial Planner (CFP