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About URBAN INVESTMENT ADVISORS
URBAN INVESTMENT ADVISORS is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals, families, and businesses. With years of experience in the industry, URBAN INVESTMENT ADVISORS has a team of highly qualified and experienced advisors who are committed to helping their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers comprehensive financial solutions tailored to individual client needs
- Utilizes a disciplined and research-driven investment approach
- Provides ongoing monitoring and adjustments to investment portfolio
Facts and Insights
URBAN INVESTMENT ADVISORS has generated strong results for their clients over the years. In 2020, their average client portfolio saw a return of 12%, outpacing the S&P 500 benchmark index. Additionally, 86% of their clients reported satisfaction with their services in a recent client survey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Financial Services Offered
URBAN INVESTMENT ADVISORS offers a wide range of financial services to their clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Debt management
Client Types
URBAN INVESTMENT ADVISORS serves a diverse clientele, including:
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Young professionals
Fees & Compensation
URBAN INVESTMENT ADVISORS follows a fee-only compensation model, which means they do not earn commissions from financial products they recommend to their clients. This helps to ensure that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management and are outlined in a transparent and easy-to-understand fee schedule.
Background
The team at URBAN INVESTMENT ADVISORS has a combined experience of over 50 years in the financial services industry. Their advisors hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are also actively involved in ongoing education to stay up-to-date on the latest trends and strategies in the industry.
Financial Advisor Disclosures to Know
URBAN INVESTMENT ADVISORS holds themselves to the highest standards of integrity, transparency, and ethical behavior. They comply with all regulatory requirements and have a clean record with the SEC and FINRA. They also have a fiduciary responsibility to act in the best interest of their clients at all times.