How does XPAND INVESTMENT LLC help clients – Key Takeaways:
XPAND INVESTMENT LLC is a well-respected financial firm that offers a wide range of services to help clients achieve their financial goals. They pride themselves on their expertise and personalized approach to financial planning, but also their ability to keep clients’ best interests in mind.
The following key takeaways highlight how XPAND INVESTMENT LLC is able to help their clients:
- Expert financial advice and planning
- Customized financial strategies to fit individual needs and goals
- Transparency and open communication with clients
- Constant monitoring and reassessment of financial plans
- Access to a team of highly knowledgeable and experienced advisors
Facts and Insights
Operating since 2005, XPAND INVESTMENT LLC has established itself as a highly reputable and successful financial advisory firm. With a team of over 50 advisors, they have helped countless clients reach their financial goals with their personalized and strategic approach.
As of 2019, XPAND INVESTMENT LLC has over $2 billion in assets under management, solidifying their position as a major player in the financial industry. They have also received several industry awards and recognitions, further showcasing their expertise and success.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $1,000 | 25 |
| 2010 | $1,500 | 35 |
| 2015 | $1,800 | 45 |
| 2020 | $2,000 | 50 |
Financial Services Offered
XPAND INVESTMENT LLC offers a comprehensive range of financial services to help clients meet their unique financial needs and goals. Their services include:
- Financial planning and advice
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
XPAND INVESTMENT LLC serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and work closely with them to create personalized strategies that align with their goals.
Fees & Compensation
XPAND INVESTMENT LLC operates on a fee-based compensation structure, meaning they charge a percentage of the client’s assets under management. This ensures that the advisor’s interests are aligned with the client’s, as they only make money if the client’s investments perform well.
They also offer detailed fee disclosures to ensure clients fully understand the cost of their services.
Background
The team at XPAND INVESTMENT LLC consists of highly experienced and knowledgeable advisors, many of whom hold advanced degrees and industry certifications. They also have a diverse team, providing clients with a wide range of expertise and perspectives.
The firm also values education and encourages their advisors to continuously improve their skills through ongoing training and education opportunities.
Financial Advisor Disclosures to Know
XPAND INVESTMENT LLC provides full transparency to their clients, ensuring they are aware of any potential conflicts of interest or disclosures. This way, clients can have confidence that they are receiving unbiased advice and that their best interests are always the top priority.