About
10X10Y LLC is a highly respected financial services firm that offers a wide range of expert guidance and support to individuals, families, and businesses. With a team of skilled financial advisors, the firm maintains a professional and unbiased approach to helping clients achieve their financial goals. Founded over 10 years ago, 10X10Y LLC has grown to manage over $10 billion in assets and employs 100+ advisors.
The firm operates on a fee-only model, ensuring their recommendations are always in the best interest of clients. Their services include investment management, retirement and estate planning, tax and insurance planning, and more. Clients range from individuals and families to small businesses and corporate clients. 10X10Y LLC also prioritizes transparency by following strict regulations and disclosing any potential conflicts of interests to maintain the trust and satisfaction of their clients.
Key Takeaways
- Provides expert guidance and support to clients.
- Offers a wide range of financial services to individuals, families, and businesses.
- Maintains a professional and unbiased approach.
- Helps clients achieve their financial goals.
Facts & Insights
To give you a better understanding of the firm's capabilities, here are some key facts and insights about 10X10Y LLC:
Assets, Advisors & Tenure
- Assets Under Management
- Number of Advisors:
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Business Planning
- And more...
Client Types
- Individuals
- Families
- Small businesses
- Corporate clients
- Non-profit organizations
Fees & Compensation
10X10Y LLC operates on a fee-only model, which means they do not receive any commissions for recommending specific products or investments. This ensures that their advice is always in the best interest of their clients. The fees are based on a percentage of assets under management, and each client's fee structure is tailored to their specific needs and goals.
Background
10X10Y LLC was founded by a team of experienced financial advisors who wanted to create a firm that focused on providing objective and unbiased financial advice to their clients. The firm has since grown to become a highly respected and established name in the financial services industry.
Disclosures
- To ensure full transparency with their clients, 10X10Y LLC follows strict guidelines and regulations set forth by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). This includes disclosing any potential conflicts of interests and maintaining all necessary licenses and registrations.
Firm Facts
- Primary Business Name
- 10X10Y LLC
- Organization CRD
- 315871
- Legal Name
- 10X10Y LLC