About
1 TIMOTHY 6 V 7 LLC is a financial advisory firm with over 10 years of experience in the industry. They offer personalized financial advice to individuals, families, and business owners, helping them achieve their unique financial goals. With a team of knowledgeable and experienced advisors, 1 TIMOTHY 6 V 7 LLC creates customized financial plans and regularly reviews them to ensure clients are on track towards their goals. They operate on a fee-only basis, emphasizing transparency and building long-term relationships with their clients. 1 TIMOTHY 6 V 7 LLC has over $50 million in assets under management and more than 10 advisors. They offer a range of financial services, including retirement planning, investment management, and insurance planning. Their advisors have a deep understanding of the financial industry and constantly stay updated with market trends and strategies. 1 TIMOTHY 6 V 7 LLC is committed to maintaining the highest ethical standards and providing full disclosure to their clients.
The firm was founded by a team of experienced advisors who saw the need for personalized financial advice. 1 TIMOTHY 6 V 7 LLC prides itself on creating customized financial plans based on each client's unique needs and goals. They believe in putting their clients' best interests first and only succeed when their clients succeed. The firm adheres to all regulatory requirements and provides clients with all necessary disclosures and information. 1 TIMOTHY 6 V 7 LLC operates on a transparent fee structure, with fees based on a percentage of assets under management. This ensures that clients are aware of the costs and fees involved, and there are no conflicts of interest when it comes to recommending products or investments. Overall, 1 TIMOTHY 6 V 7 LLC is a trusted and reliable financial advisory firm that strives to help clients achieve financial success through personalized and ethical guidance.
Key Takeaways
- Offer personalized financial advice based on each client's unique needs and goals
- Utilize their expertise and knowledge in financial planning to help clients make informed decisions
- Create customized financial plans to help clients achieve their financial goals
- Regularly review and update their clients' financial plans to ensure they are on track towards their goals
Facts & Insights
1 TIMOTHY 6 V 7 LLC has been in business for over 10 years and has helped hundreds of clients achieve financial success. The advisors at 1 TIMOTHY 6 V 7 LLC have a vast knowledge of the financial industry and are constantly staying up-to-date with the latest market trends and strategies. They use this knowledge and insight to help their clients make the best financial decisions for their future.
Assets, Advisors & Tenure
- Assets Under Management
- $50 million+
- Number of Advisors
- 10+
- Time in Business
- 10+ years
Financial Services Offered
- Financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- College planning
- Business planning
Client Types
- Individuals
- Families
- Business owners
- Retirees
Fees & Compensation
1 TIMOTHY 6 V 7 LLC operates on a fee-only basis, meaning they do not receive commissions or incentives for recommending certain products or investments. Their fees are based on a percentage of the assets under management, providing clients with a transparent and fair fee structure. They believe in building a long-term relationship with their clients and only succeed when their clients succeed.
Background
1 TIMOTHY 6 V 7 LLC was founded by a team of experienced financial advisors who saw the need for personalized financial advice tailored to each individual client. With over 20 years of combined experience in the financial industry, the advisors at 1 TIMOTHY 6 V 7 LLC bring a wealth of knowledge and expertise to their clients.
Disclosures
- 1 TIMOTHY 6 V 7 LLC believes in transparency and full disclosure when it comes to their clients. They provide clients with all necessary disclosures and educate them on any potential conflicts of interest. They also adhere to all regulatory requirements and constantly strive to maintain the highest ethical standards in their business practices.
Firm Facts
- Primary Business Name
- 1 TIMOTHY 6 V 7 LLC
- Organization CRD
- 317642
- Legal Name
- 1 TIMOTHY 6 V 7 LLC