so, it will align properly
How does the advisor help clients – Key Takeaways:
As a seasoned financial expert, Tuttle Ventures, LLC provides clients with personalized financial advice and planning to help them achieve their financial goals. With a team of experienced advisors and a wide range of financial services, Tuttle Ventures strives to provide comprehensive and tailored solutions for clients in all stages of life.
Facts and Insights
Since its inception in 2005, Tuttle Ventures has been committed to delivering high-quality financial services to its clients. With a focus on building long-term relationships, the firm has become a trusted partner for individuals, families, and businesses seeking expert financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
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| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
Tuttle Ventures offers a wide range of financial services to cater to the diverse needs and goals of its clients. These services include portfolio management, retirement planning, tax planning, estate planning, risk management, and more. The firm also offers specialized services for business owners, such as succession planning and employee benefits.
Client Types
Tuttle Ventures serves a diverse clientele, including individuals, families, and businesses. The firm works closely with each client to understand their unique needs and goals and develop a customized financial plan to help them achieve their objectives.
Fees & Compensation
As a fee-based firm, Tuttle Ventures charges a percentage of the client’s assets under management as its annual fee. This ensures that the firm’s interests are aligned with those of the clients, as the fee charged is based on the performance of the client’s investments.
Background
Tuttle Ventures, LLC was founded by John Tuttle, a financial expert with over 20 years of experience in the industry. With a team of highly qualified and experienced advisors, the firm has established a strong reputation for providing top-notch financial guidance and support to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Tuttle Ventures is committed to transparency and fair dealing with its clients. The firm has a legal obligation to disclose any potential conflicts of interest or disciplinary actions that may impact its ability to serve its clients. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.