How does the advisor help clients – Key Takeaways:
Velisaris Investment Consulting Services, Inc. is a trusted financial advisory firm that helps clients navigate the complex world of investing. With their expertise and knowledge, they are able to provide clients with personalized financial strategies that are tailored to their specific needs and goals.
- Offers a wide range of financial services
- Works with a variety of client types
- Has a team of experienced and knowledgeable advisors
- Transparent about fees and compensation
- Provides clients with access to valuable financial insights and information
Facts and Insights
Velisaris Investment Consulting Services, Inc. has been in the financial advisory business for over 20 years. With their extensive experience and expertise, they have helped numerous clients achieve their financial goals and secure their financial future. Their team of advisors stays up-to-date on the latest market trends and economic insights to provide clients with valuable advice and strategies for their investments.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered
Velisaris Investment Consulting Services, Inc. offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Velisaris Investment Consulting Services, Inc. works with a variety of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
- High-net-worth individuals
Fees & Compensation
Velisaris Investment Consulting Services, Inc. is committed to transparency when it comes to discussing fees and compensation with clients. They believe in building trust through open and honest communication, and strive to provide value to their clients through their services. Their fees and compensation structure is based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
Velisaris Investment Consulting Services, Inc. was founded in 1999 by John Velisaris, a highly experienced financial advisor with a passion for helping others achieve financial success. Since then, the firm has grown to include a team of dedicated advisors who are all committed to providing the highest level of service to their clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any disclosures that may be relevant to your relationship with them. With Velisaris Investment Consulting Services, Inc., there are no disciplinary actions or legal proceedings to report, giving clients peace of mind knowing they are working with a reputable and trustworthy firm.