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How does the advisor help clients – Key Takeaways:
IGAH Gestora Ltda. provides expert financial advice and support to clients, helping them to manage their money and investments effectively. They offer a wide range of services and cater to various types of clients, while also ensuring transparency and integrity in their operations.
Facts and Insights
IGAH Gestora Ltda. has been in business for over 10 years, gaining valuable experience and expertise in the financial industry. They manage a significant amount of assets and have a large team of advisors, making them a reliable and trustworthy option for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 10+ years |
Financial Services Offered
IGAH Gestora Ltda. offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the services they provide include portfolio management, investment planning, retirement planning, risk management, and insurance solutions. They also stay up-to-date with market trends and offer personalized advice to help clients achieve their financial goals.
Client Types
The advisors at IGAH Gestora Ltda. work with a wide range of clients, including individuals, families, businesses, and institutions. They understand that each client has unique financial needs and tailor their services accordingly, ensuring that every client receives the best possible advice and support.
Fees & Compensation
IGAH Gestora Ltda. is committed to transparency in their fee structure and operates on a fee-based compensation model. This means that their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients. They do not receive any commissions for recommending specific investment products, eliminating any potential conflicts of interest.
Background
IGAH Gestora Ltda. was founded over 10 years ago with the goal of providing expert financial services and guidance to clients. The founders have extensive experience in the financial industry, and the team of advisors they have built over the years is highly qualified and knowledgeable. They continue to grow and evolve, adopting new technologies and strategies to better serve their clients.
Financial Advisor Disclosures to Know
Transparency and integrity are of utmost importance to IGAH Gestora Ltda. They are registered as an investment advisor with the relevant regulatory bodies and adhere to all necessary laws and regulations. They also have a detailed disclosure document that outlines their fees, services, and potential conflicts of interest, providing clients with all the information they need to make informed decisions.