How does the advisor help clients – Key Takeaways:
TWELVE BELOW is a trusted financial advisor that provides expert guidance and support for clients. They have a strong record of helping clients achieve their financial goals and securing their future. Some key takeaways of their services include:
- Expert financial advice and planning
- Personalized strategies tailored to each client’s unique needs
- Comprehensive services including investment management, retirement planning, and insurance planning
- A strong commitment to client satisfaction and success
Facts and Insights:
TWELVE BELOW has a solid track record of success, with a proven history of helping clients reach their financial goals. Some notable facts and insights about the advisor include:
- Over 20 years of experience in the financial industry
- A team of highly skilled and knowledgeable advisors
- A strong focus on staying up to date with the latest market trends and industry developments
- A thorough understanding of various financial products and services
Assets Under Management, Number of Advisors and Time in Business:
| Category | Statistics |
|---|---|
| Assets Under Management: | $200 million |
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered:
TWELVE BELOW offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
- Education planning
- And more!
Client Types:
The advisor works with a diverse range of clients, including individuals, families, small business owners, and corporate executives. They also have experience working with clients from various income brackets and financial backgrounds.
Fees & Compensation:
TWELVE BELOW believes in transparency and honesty when it comes to fees and compensation. They operate on a fee-only basis, meaning they do not receive commissions for products or services sold to clients. The fees are based on a percentage of assets under management and are discussed and agreed upon with the client before any services are provided.
Background:
Founded in 2000, TWELVE BELOW has been providing expert financial advice and support to clients for over 20 years. The experienced team of advisors has accumulated a wealth of knowledge and experience in the financial industry, making them a reliable and trustworthy source for financial guidance.
Financial Advisor Disclosures to Know:
As a financial advisor, TWELVE BELOW is committed to upholding the highest standards of ethical conduct and transparency. They are registered with the Securities and Exchange Commission (SEC) and hold all necessary licenses and certifications to provide financial advice and services. Additionally, the advisor has a clean disciplinary record with no reported disciplinary actions.