How does the advisor help clients – Key Takeaways:
VIMCOR is a financial advisory firm that specializes in helping clients achieve their financial goals. The team at VIMCOR acts as a financial expert for their clients and provides valuable insights and services to help them reach their financial objectives.
- Personalized Financial Planning: VIMCOR understands that each client has unique financial goals and needs, which is why they offer personalized financial planning services to help clients create a plan that is tailored to their specific situation.
- Objective Advice: As a fee-only firm, VIMCOR does not receive commissions or other forms of payment for recommending certain products or services. This allows them to provide objective advice that is in their clients’ best interests.
- Comprehensive Services: VIMCOR offers a wide range of financial services, including investment management, retirement planning, tax planning, insurance analysis, and estate planning. This allows clients to have all their financial needs taken care of by one trusted advisor.
Facts and Insights
VIMCOR has a team of experienced and knowledgeable advisors who are dedicated to helping clients make smart financial decisions. Through their expertise, they are able to provide valuable insights and advice to help clients navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 12 | 10 years |
Financial Services Offered
VIMCOR offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Insurance Analysis
- Estate Planning
- Business Planning
Client Types
VIMCOR works with a variety of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or stage in life.
Fees & Compensation
VIMCOR operates on a fee-only structure, meaning they are compensated solely by their clients and do not receive commissions or other forms of compensation. This fee structure ensures that their advice is always aligned with their clients’ best interests.
Background
VIMCOR was founded in 2011 by John Smith, a financial expert with over 20 years of experience in the industry. He wanted to create a firm that focused on providing objective and personalized financial advice to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
VIMCOR is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in their clients’ best interests at all times. This means they must disclose any potential conflicts of interest and always prioritize their clients’ needs over their own.