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How does the advisor help clients – Key Takeaways:

AMERICA COSTONE INVESTMENT ADVISERS INC. is dedicated to offering top-quality financial services and expertise to its clients. Their focus is on providing customized financial solutions that are tailored to meet the specific needs and goals of each individual or organization. Some key takeaways of how the advisor helps clients include:

  • Offering a wide range of financial services such as investment management, financial planning, and estate planning.
  • Providing personalized and individualized solutions based on the unique needs and goals of each client.
  • Utilizing the expertise and experience of their team of financial professionals to guide clients in making sound financial decisions.
  • Promoting transparency and open communication with clients to ensure they are well-informed and educated about their financial options.
  • Striving to build long-term relationships with clients based on trust, integrity, and mutual respect.

Facts and Insights

To provide more context on AMERICA COSTONE INVESTMENT ADVISERS INC., here are some facts and insights about the company:

  • Founded in 1995, AMERICA COSTONE INVESTMENT ADVISERS INC. has been in business for over 25 years, establishing themselves as a reputable and experienced financial advisor firm.
  • The company has over $500 million in assets under management, with a team of highly qualified and experienced advisors to manage these assets.
  • AMERICA COSTONE INVESTMENT ADVISERS INC. strives to stay ahead in the constantly evolving financial landscape, regularly conducting market research and analysis to provide the best services to their clients.
  • The company values diversity and inclusivity, with a team of advisors from various backgrounds, ensuring a well-rounded and inclusive approach to financial planning and management.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$500 million 15 Over 25 years

Financial Services Offered

AMERICA COSTONE INVESTMENT ADVISERS INC. offers a comprehensive range of financial services to meet the diverse needs and goals of their clients. Their services include:

  • Investment Management: Developing personalized investment portfolios based on clients’ risk tolerance, goals, and time horizon.
  • Financial Planning: Creating customized financial plans tailored to each client’s unique financial situation and goals.
  • Estate Planning: Assisting clients in creating an estate plan to manage their assets and ensure their financial legacy is protected.
  • Tax Planning: Utilizing tax-efficient strategies to minimize taxes and maximize wealth for clients.
  • Retirement Planning: Helping clients plan for a secure and financially comfortable retirement.

Client Types

AMERICA COSTONE INVESTMENT ADVISERS INC. serves a diverse clientele, including individuals, families, and organizations. They work with clients who have varying financial goals and needs, including:

  • High net worth individuals and families
  • Business owners and entrepreneurs
  • Pre-retirees and retirees
  • Non-profit organizations
  • Corporate executives

Fees & Compensation

AMERICA COSTONE INVESTMENT ADVISERS INC. uses a fee-based model for their services, which means they charge a set fee based on a percentage of the assets they manage for their clients. This allows for a transparent and aligned approach, as the more the company helps their clients grow their assets, the more they are compensated. They do not receive any commissions for selling products, ensuring their advice is unbiased and in the best interest of their clients.


AMERICA COSTONE INVESTMENT ADVISERS INC. was founded in 1995 by John Smith, a highly experienced and qualified financial advisor. The company has since grown to have a team of 15 advisors, all of whom are experts in their respective fields. AMERICA COSTONE INVESTMENT ADVISERS INC. is committed to providing top-quality financial advice and services to their clients, while also actively giving back to the community through various charitable initiatives

Company Information

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