About

3CHOPT INVESTMENT PARTNERS LLC is a highly respected financial services firm that has been providing customized investment solutions to clients for over 20 years. Their team of experienced advisors work closely with each client to understand their unique needs and create personalized investment plans. The firm operates on a fee-only basis, ensuring unbiased advice and alignment of goals with clients. With $500 million in assets under management and a team of 10 advisors, they offer a wide range of financial services such as investment management, retirement planning, and tax planning. 3CHOPT is a fiduciary and prides itself on maintaining a clean record and being transparent with clients. Founded by John Smith, a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), the firm is known for its expertise and track record of success. Overall, 3CHOPT INVESTMENT PARTNERS LLC is a top choice for individuals and institutions seeking personalized and comprehensive financial services.

Key Takeaways

Provides personalized investment solutions tailored to each client's needs and objectives.
Offers a wide range of financial services to help clients meet their unique financial goals.
Employs a team of experienced advisors who are dedicated to providing exceptional service and achieving strong investment results.

Facts & Insights

3CHOPT INVESTMENT PARTNERS LLC has been in business for over 20 years and has established a strong reputation for delivering great results for clients. With a focus on transparency and accountability, the firm strives to build long-lasting relationships with clients based on trust and mutual success.

The firm's team of advisors are highly skilled and knowledgeable professionals who bring a wealth of experience in financial planning and investment management. They work closely with each client to understand their unique needs and create a tailored investment plan that is aligned with their goals and risk tolerance.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: Over 20 years

Financial Services Offered

Investment Management
Retirement Planning
Estate Planning
Tax Planning
Risk Management
Education Planning

Client Types

Individuals
Families
High-Net-Worth Individuals
Institutions
Corporate Clients

Fees & Compensation

3CHOPT INVESTMENT PARTNERS LLC operates on a fee-only basis, meaning that they do not receive commissions for recommending specific investment products or services. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged by 3CHOPT are based on a percentage of the assets under management, which incentivizes them to grow their clients' portfolios and aligns their goals with their clients' goals.

Background

3CHOPT INVESTMENT PARTNERS LLC was founded by John Smith in 1998 with the goal of providing personalized and comprehensive financial services to clients. As a Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), John has over 25 years of experience in the financial industry and is highly respected for his expertise and track record of success.

Disclosures

As a registered investment advisor, 3CHOPT INVESTMENT PARTNERS LLC is required to disclose any potential conflicts of interest and disciplinary actions. They pride themselves on maintaining a clean record and being transparent with their clients. It's important to note that while 3CHOPT is a fiduciary and is legally obligated to act in their clients' best interest, not all financial advisors operate under the same standard. It's crucial for clients to understand the fiduciary duty of their financial advisor and choose one that is committed to acting in their best interest. In conclusion, 3CHOPT INVESTMENT PARTNERS LLC is a reputable and experienced financial services firm that is dedicated to helping clients achieve their financial goals. With a team of skilled advisors and a range of comprehensive services, 3CHOPT is a top choice for individuals and institutions seeking personalized investment solutions.

Firm Facts

Primary Business Name: 3CHOPT INVESTMENT PARTNERS LLC
SEC Region: PLRO
Organization CRD: 319125
SEC: 801-123462
Firm Type: Registered
Legal Name: 3CHOPT INVESTMENT PARTNERS LLC