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How does the advisor help clients – Key Takeaways:
Visible Hands Management, LLC is a leading financial management firm that aims to provide exceptional services to its clients. With years of experience and expertise, their team of financial experts offers a variety of services and solutions to help clients achieve their financial goals.
- Utilizes a personalized approach to understand clients’ financial needs and goals
- Offers a wide range of financial services to cater to different client needs
- Employs highly skilled and experienced advisors
- Provides transparency and honesty in all client interactions
Facts and Insights
Visible Hands Management, LLC was established in 2010 and has grown to become a trusted name in the financial management industry. Their team of experts has handled billions of dollars in assets and has helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $5 billion |
|---|---|
| Number of Advisors | 25 |
| Time in Business | 11 years |
Financial Services Offered
Visible Hands Management, LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Visible Hands Management, LLC caters to a variety of clients including individuals, families, and institutions. Their team of advisors has experience working with clients from different backgrounds and financial situations, providing personalized solutions for each client’s needs.
Fees & Compensation
Visible Hands Management, LLC charges a fee based on a percentage of assets under management. This fee covers all financial planning and investment management services provided by their team. They do not sell any commission-based products, ensuring that their clients’ best interests are always the top priority.
Background
Visible Hands Management, LLC was founded by a team of financial experts who wanted to provide high-quality financial services to clients. Their team has years of experience and is dedicated to helping clients achieve their financial goals through personalized and transparent services.
Financial Advisor Disclosures to Know
As a registered investment advisor, Visible Hands Management, LLC is required to disclose certain information to clients. This includes any disclosures related to potential conflicts of interest or fees. Their team is committed to maintaining transparency and ensuring that all clients have a clear understanding of the services provided.