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Facts and Insights
ISSACHAR TECHNOLOGIES LP is a leading financial services firm that specializes in providing expert advice and guidance to clients. With years of experience in the industry, the firm has established itself as a trusted partner for individuals and businesses looking to achieve their financial goals.
The company takes a client-focused approach, tailoring their services to meet the unique needs and objectives of each client. This personalized approach has helped ISSACHAR TECHNOLOGIES LP build a strong reputation for their expertise and commitment to their clients’ financial success.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and guidance
- Offers a range of financial services to meet diverse needs and goals
- Utilizes their extensive expertise and experience to help clients make informed financial decisions
- Works closely with clients to develop tailored financial plans that align with their goals and values
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
- Financial planning and wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types
- Individuals
- Families
- Small businesses
- Corporate clients
- Institutional investors
Fees & Compensation
ISSACHAR TECHNOLOGIES LP operates on a fee-based compensation model, which means their primary source of income is derived from the fees their clients pay for their services. These fees are typically based on a percentage of the assets under management or a flat fee for specific financial services.
Background
ISSACHAR TECHNOLOGIES LP was founded in 2010 by industry veterans with a passion for helping clients achieve their financial goals. The firm has since grown to serve a diverse clientele and has established a strong reputation for delivering top-notch financial advice and guidance.
Financial Advisor Disclosures to Know
ISSACHAR TECHNOLOGIES LP adheres to strict ethical standards and regulatory guidelines, ensuring that their clients’ best interests are always the top priority. The firm is also transparent in their disclosure of potential conflicts of interest, fees, and any other relevant information that may impact their clients’ financial decisions.