about Read
How does the advisor help clients – Key Takeaways:
VIEWPOINT ADVISORY, LLC acts as a trusted financial advisor for its clients, providing expert guidance and services to help them achieve their financial goals. The firm is committed to helping clients make informed decisions, offering personalized solutions tailored to each individual’s unique financial situation.
Facts and Insights:
VIEWPOINT ADVISORY, LLC has been in operation for over 10 years, with a team of highly experienced and knowledgeable advisors. As of 2020, the firm has over $500 million in assets under management and employs a team of 20 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 20 |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Services
Client Types:
VIEWPOINT ADVISORY, LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm welcomes clients from all backgrounds and is experienced in managing the unique financial challenges that various client types may face.
Fees & Compensation:
VIEWPOINT ADVISORY, LLC primarily charges clients based on a percentage of assets under management. The firm also offers hourly and fixed fees for certain services. All fees and compensation structures are fully disclosed and transparent.
Background:
VIEWPOINT ADVISORY, LLC was founded by a team of financial experts with a strong passion for helping individuals and families achieve financial success. The firm’s advisors have a combined experience spanning decades and hold various certifications and designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
As with any financial advisor, it is essential to be aware of any potential conflicts of interest. VIEWPOINT ADVISORY, LLC is committed to transparency and fully discloses any potential conflicts or disciplinary actions on their Form ADV.