How does the advisor help clients – Key Takeaways:
True Root Financial is a top financial advisory firm known for providing expert guidance to clients of all backgrounds. With a focus on personalized financial strategies and long-term relationships, clients can trust True Root Financial to help them achieve their financial goals. Here are some key takeaways on how the advisor helps clients:
- Provides personalized financial strategies tailored to individual needs
- Offers a wide range of financial services
- Fosters long-term relationships and regular communication with clients
- Acts as a trusted and knowledgeable financial expert
Facts and Insights
True Root Financial is a reputable financial advisory firm with years of experience helping clients navigate the complex world of finance. Here are some facts and insights about the firm:
- Founded in 2005
- Assets under management: $1.5 billion (as of 2020)
- Number of advisors: 20
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1.5 billion | 20 |
Financial Services Offered
True Root Financial offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
True Root Financial serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Families
- Individuals approaching retirement
Fees & Compensation
True Root Financial is committed to transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its main source of revenue. This fee varies based on the level of assets under management and the complexity of services provided. True Root Financial also offers fee-only services, meaning they do not receive any commissions or kickbacks from financial products.
Background
True Root Financial was founded in 2005 by a team of experienced financial advisors with a passion for helping clients achieve financial success. The firm has since grown to become a leading provider of financial services and has earned a reputation for its personalized approach and expert guidance. True Root Financial is dedicated to maintaining ethical standards and providing the highest level of service to its clients.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disciplinary actions. Here are some important disclosures to know about True Root Financial:
- The firm has no regulatory actions or disciplinary history
- All advisors are properly registered and in good standing
- The firm has no affiliations with any financial products or companies