How does the advisor help clients – Key Takeaways:
VELOCITY ADVISORY SERVICES, LLC offers a range of financial services and expertise to help clients achieve their financial goals. They focus on providing personalized and strategic advice to individuals, families, and businesses to ensure long-term financial success.
Facts and Insights
Here are some key facts and insights about VELOCITY ADVISORY SERVICES, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | 12 years |
Financial Services Offered
VELOCITY ADVISORY SERVICES, LLC provides a comprehensive range of financial services to their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
The firm works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
Fees & Compensation
VELOCITY ADVISORY SERVICES, LLC charges fees based on a percentage of assets under management, with a minimum fee of $5,000. They do not receive any commissions or third-party compensation, ensuring their advice is always in their clients’ best interests.
In addition to their management fee, clients may also be charged fees for specific financial services, such as tax planning or estate planning, which will be discussed and agreed upon before any work is done.
Background
VELOCITY ADVISORY SERVICES, LLC was founded in 2009 by a team of experienced financial advisors with the goal of helping clients achieve their financial goals through personalized and strategic advice. Their team includes certified financial planners (CFPs) and chartered financial analysts (CFAs), providing clients with a wealth of financial expertise and knowledge.
Financial Advisor Disclosures to Know
As registered investment advisors, VELOCITY ADVISORY SERVICES, LLC is held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests. They have no disciplinary history and are currently in good standing with all relevant regulatory bodies. Additionally, the firm has no conflicts of interest and does not sell any financial products, ensuring their advice is unbiased and objective.