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How does the advisor help clients – Key Takeaways:
WHITE TURF FINANCIAL LLC is committed to providing expert financial advice and guidance to clients. They strive to help clients achieve their financial goals and navigate the complicated world of investments and financial planning. Below are some key takeaways on how they help their clients:
- Provide personalized financial plans tailored to each client’s unique needs and goals.
- Offer a full range of financial services, including investment management, retirement planning, tax planning, and estate planning.
- Act as a fiduciary, always putting the clients’ best interests first.
- Use a comprehensive approach to financial planning, taking into account all aspects of a client’s financial situation.
- Continuously monitor and adjust strategies to ensure they align with clients’ changing needs and goals.
Facts and Insights
Here are some facts and insights about WHITE TURF FINANCIAL LLC:
| Assets Under Management | $50 million (as of 2021) |
|---|---|
| Number of Advisors | 3 |
| Time in Business | 10 years (founded in 2011) |
Financial Services Offered
WHITE TURF FINANCIAL LLC offers a wide range of financial services to help clients achieve their financial goals, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
WHITE TURF FINANCIAL LLC works with a diverse group of clients, including individuals, families, and small businesses. They have experience working with clients at all stages of life, from young professionals just starting their careers to retirees looking to preserve and grow their wealth.
Fees & Compensation
WHITE TURF FINANCIAL LLC operates on a fee-only basis, meaning they are compensated solely by fees paid by their clients. This means they do not receive commissions or incentives for recommending certain investments or products. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ best interests.
Background
WHITE TURF FINANCIAL LLC was founded in 2011 by a team of experienced financial advisors who saw a need for personalized, unbiased financial advice. They pride themselves on their commitment to always putting their clients first and helping them achieve their financial goals through comprehensive and personalized planning.
Financial Advisor Disclosures to Know
As a trusted financial advisor, WHITE TURF FINANCIAL LLC takes their disclosures seriously and wants their clients to be fully informed about their services and potential conflicts of interest. Some important disclosures to know about them include:
- They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in their clients’ best interests at all times.
- They may receive referral fees from other professionals, such as attorneys or accountants, for client referrals.
- They do not have any ownership in the investment products they recommend to their clients.
In conclusion, WHITE TURF FINANCIAL LLC is a reputable financial advisor that offers a range of services to help clients achieve their financial goals. They operate on a fee-only basis and always prioritize their clients’ best interests. With their expertise and personalized approach to financial planning, they aim to provide their clients with peace of mind and financial security.