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How does the advisor help clients – Key Takeaways:
VIRJI INVESTMENTS, INC. is a leading financial advisory firm that offers expert services to help clients achieve their financial goals. The advisors at VIRJI INVESTMENTS, INC. have a strong understanding of the financial industry and use their expertise to provide valuable guidance to clients.
Facts and Insights
Founded in 2005, VIRJI INVESTMENTS, INC. has been in the financial advisory business for over 15 years. The firm has established a strong reputation for its reliable and dynamic services, making it a trusted name in the industry.
As of 2020, VIRJI INVESTMENTS, INC. has over $500 million in assets under management. The firm has a team of 10 experienced advisors who are committed to delivering personalized financial solutions to their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
VIRJI INVESTMENTS, INC. offers a wide range of financial services to its clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
VIRJI INVESTMENTS, INC. caters to a diverse range of clients, including individuals, families, and small businesses. The firm creates tailored financial plans for each client based on their unique needs and goals.
Fees & Compensation
The advisors at VIRJI INVESTMENTS, INC. are fee-based, which means they charge a percentage of the assets under management as compensation. This aligns their interests with that of their clients, as they only succeed when their clients’ investments perform well.
Background
The founders of VIRJI INVESTMENTS, INC., Mr. John and Mrs. Lisa Virji, bring a wealth of experience and knowledge to the firm. Mr. John Virji is a certified financial planner with over 20 years of experience in the industry, while Mrs. Lisa Virji is a financial analyst with a strong background in investment management.
Financial Advisor Disclosures to Know
VIRJI INVESTMENTS, INC. prioritizes the trust and transparency between their advisors and clients. As such, they disclose all potential conflicts of interest, fees, and any relevant information that may affect their clients’ financial decisions. This ensures that clients make informed choices and have complete confidence in the advisory services provided.