About
710 CONSULTING GROUP, LLC is a reputable financial advisory firm with over 20 years of experience in helping clients achieve their financial goals. They have a team of 10 advisors with a combined experience of over 100 years. The firm manages over $500 million in assets and has a client retention rate of over 95%. This showcases their commitment to client satisfaction and building long-term relationships.
The firm offers a wide range of financial services, including financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, college planning, and wealth management. They serve a diverse range of clients, including high net worth individuals, business owners, professionals, retirees, and families.
710 CONSULTING GROUP, LLC operates on a fee-based compensation model, aligning the firm's interests with its clients' goals. The advisors are dedicated to providing personalized financial advice based on each client's individual needs and goals. They have a deep understanding of financial markets and use a research-driven approach to provide tailored solutions.
The firm's advisors may earn commissions from insurance sales and receive compensation from recommended investment products. However, they have no legal or disciplinary actions against them in the past 10 years. Overall, 710 CONSULTING GROUP, LLC operates with transparency and always puts their clients' interests first.
Key Takeaways
- Provides personalized financial advice based on individual needs and goals.
- Offers comprehensive financial planning services to help clients achieve their long-term financial goals.
- Assists clients in managing their investments to maximize returns and minimize risks.
- Helps clients navigate complex financial situations, such as retirement planning and tax planning.
- Educates clients on financial strategies and empowers them to make informed decisions about their money.
Facts & Insights
Some interesting facts and insights about 710 CONSULTING GROUP, LLC include:
Assets, Advisors & Tenure
- Assets Under Management
- $500 million
- Number of Advisors
- 10
- Time in Business
- 20+ years
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- College planning
- Wealth management
Client Types
- High net worth individuals
- Business owners
- Professionals
- Retirees
- Couples and families
Fees & Compensation
710 CONSULTING GROUP, LLC operates on a fee-based compensation model, which means that the firm charges a competitive fee based on a percentage of the assets under management. This aligns the firm's interests with its clients' goals and ensures that the advisors are committed to achieving the best possible results for their clients.
Background
The team at 710 CONSULTING GROUP, LLC is led by experienced and highly qualified financial advisors who are dedicated to helping clients achieve their financial goals. They have a deep understanding of financial markets and use a research-driven approach to provide tailored solutions for each client.
Disclosures
- The firm's advisors are also licensed insurance agents and may earn commissions from insurance sales.
- The firm's advisors may receive compensation from recommended investment products.
- The firm has no legal or disciplinary actions against it or its advisors in the past 10 years.
Firm Facts
- Primary Business Name
- 710 CONSULTING GROUP, LLC
- Organization CRD
- 321201
- Legal Name
- 710 CONSULTING GROUP, LLC