Key Takeaways:
Virginia Investment Advisory, Inc. is a trusted and experienced financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of highly qualified financial experts, the firm provides personalized and comprehensive solutions to meet the unique needs of each client.
Here are some key takeaways about how Virginia Investment Advisory, Inc. helps their clients:
- Offers a personalized approach to financial planning
- Provides a wide range of financial services, including investment management, retirement planning, and tax planning
- Uses a combination of cutting-edge technology and human expertise to create tailored solutions
- Gives clients access to a team of highly qualified and experienced financial advisors
Facts and Insights:
Founded in 2000, Virginia Investment Advisory, Inc. has a successful track record of helping individuals and businesses achieve financial success. With over 20 years in the industry, the firm has gained valuable insights and experience that they utilize to serve their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2000 | $500 million | 10 |
Financial Services Offered:
Virginia Investment Advisory, Inc. offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Investment management
- Retirement planning
- Insurance planning
- Estate planning
- Tax planning
Client Types:
Virginia Investment Advisory, Inc. serves a diverse range of clients, including individuals, families, and business owners. They also specialize in helping high-net-worth individuals and provide specialized services to meet their specific needs and goals.
Fees & Compensation:
Virginia Investment Advisory, Inc. follows a fee-based compensation structure, meaning that they charge a percentage of the assets under their management as their fee. They believe this aligns their interests with their clients’ interests, as their compensation is directly tied to the performance of the clients’ investments.
Background:
The team at Virginia Investment Advisory, Inc. has a combined experience of over 50 years in the financial industry. They are dedicated to continuously learning and staying up-to-date with the latest market trends and investment strategies to provide the best services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Virginia Investment Advisory, Inc. is required to follow strict disclosure rules and provide transparent information to their clients. Some important disclosures to know about the firm include:
- They have no disclosures or disciplinary actions on their record
- Their advisors do not earn commissions from the sale of financial products
- Their advisors are fiduciaries, meaning they are legally obligated to act in the best interest of their clients at all times