How does the advisor help clients – Key Takeaways:
Del Monte Group, LLC is a well-recognized financial advisory firm that provides expert solutions to their clients. The firm has been able to establish a strong foothold in the industry by delivering high-quality services and maintaining excellent client relationships. They have a team of experienced and knowledgeable financial experts who offer tailored solutions to meet the specific needs of their clients.
Facts and Insights:
Founded in 2005, Del Monte Group, LLC has over 15 years of experience in the financial industry. Their primary goal is to assist clients in achieving their financial objectives by providing sound financial advice. The firm has a diverse portfolio of clients, including individuals, businesses, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered:
Del Monte Group, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance services. The firm’s team of experts works closely with clients to understand their financial goals and develop customized strategies for their portfolios.
Client Types:
The firm caters to a diverse range of clients, including high-net-worth individuals, small business owners, corporate executives, and institutional investors. They take a personalized approach to cater to the different needs of their clients, ensuring that each client receives the best possible service.
Fees & Compensation:
Del Monte Group, LLC charges a fee for their services, and it is based on a percentage of the assets under management. The fees may vary depending on the complexity of the client’s financial situation. They also offer a fee-only option, which means they do not earn commissions for any investment products recommended to clients, ensuring unbiased advice.
Background:
The founder and CEO of Del Monte Group, LLC, John Del Monte, has over 20 years of experience in the financial industry. He is a certified financial planner and an expert in investment management. The firm’s team of advisors also holds various industry certifications and qualifications, making them well-equipped to handle complex financial matters.
Financial Advisor Disclosures to Know:
Del Monte Group, LLC is a registered investment advisor and is legally bound to act in the best interests of their clients. They have a fiduciary responsibility, meaning they are required to prioritize their clients’ interests above their own. The firm also discloses any potential conflicts of interest and strives to maintain transparency with their clients.