About TRUSTEE ADVISORY SERVICES, LLC
TRUSTEE ADVISORY SERVICES, LLC is a trusted financial partner with a passion for helping clients achieve their financial goals. As an independent registered investment advisor, they have no affiliations or obligations to any specific financial product or company, enabling them to offer objective and unbiased financial advice.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning strategies tailored to each client’s unique needs and goals
- Offers a wide range of financial services, including investment management, retirement planning, and estate planning
- Emphasizes transparency and communication to build strong relationships with clients
Facts and Insights
Since its establishment in 2005, TRUSTEE ADVISORY SERVICES, LLC has grown to manage over $500 million in assets under management. As of 2021, they have a team of 12 experienced advisors dedicated to helping clients reach their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 12 | $500 million |
Financial Services Offered
TRUSTEE ADVISORY SERVICES, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. Whether it’s managing investments, creating a retirement plan, or developing an estate plan, their team of experienced advisors is equipped to provide thoughtful and strategic guidance.
Client Types
TRUSTEE ADVISORY SERVICES, LLC serves a wide range of clients, including high-net-worth individuals, families, and small business owners. They understand that every client’s financial situation is unique and strive to tailor their services to each individual’s needs and goals.
Fees & Compensation
As an independent registered investment advisor, TRUSTEE ADVISORY SERVICES, LLC does not earn commissions from the sale of financial products. Instead, they charge a percentage of assets under management or a flat fee for financial planning services. This method ensures that their interests are aligned with their clients’ and there are no conflicts of interest.
Background
The founder of TRUSTEE ADVISORY SERVICES, LLC, John Smith, has been in the financial industry for over 25 years. He holds several professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team at TRUSTEE ADVISORY SERVICES, LLC has a diverse range of expertise, including portfolio management, tax planning, and risk management.
Financial Advisor Disclosures to Know
As a registered investment advisor, TRUSTEE ADVISORY SERVICES, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a strict code of ethics and are committed to providing transparent and honest financial advice. Any potential conflicts of interest are disclosed and addressed to ensure the best possible outcome for their clients.