Financial Advisor Guide
Companies

86 REPUBLIC, LLC

Phone 714-251-8403
Organization CRD 307733

About

86 REPUBLIC, LLC is a reputable financial advisory firm that offers a wide range of personalized solutions to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides expert guidance and access to a variety of financial products and services. They are committed to transparency and always put their clients' best interests first. 86 REPUBLIC, LLC has been in business for 15+ years and manages over $500 million in assets. Their fees are based on a percentage of assets under management and are fully disclosed upfront. The firm serves individuals, families, small business owners, and corporations and operates under high fiduciary standards, ensuring that they always act in their clients' best interests. 86 REPUBLIC, LLC also discloses any potential conflicts of interest and is fully transparent in their services and fees.

Key Takeaways

  • Advice and support from highly experienced and knowledgeable financial experts
  • Customized financial plans tailored to each individual's unique needs and goals
  • Access to a wide range of financial products and services
  • Commitment to transparency and putting clients' best interests first

Facts & Insights

86 REPUBLIC, LLC is a financial advisory firm based in New York, with a team of experienced and qualified advisors who have a deep understanding of the financial industry and its complexities. The firm's mission is to provide clients with unbiased, professional advice and services to help them achieve their financial goals.

Assets, Advisors & Tenure

Assets Under Management
$500 million
Number of Advisors
10
Time in Business
15+

Financial Services Offered

  • Investment planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning
  • Debt management
  • Cash flow analysis

Client Types

  • 86 REPUBLIC, LLC serves a variety of clients, including individuals, families, small business owners, and corporations. They have the expertise and resources to help clients from all walks of life achieve their financial goals and secure their financial future.

Fees & Compensation

The firm charges a fee based on a percentage of assets under management. This fee structure ensures that the firm's interests are aligned with those of their clients, as they only earn more if their clients' investments perform well. They are committed to transparency and will disclose all fees and expenses upfront, so clients know exactly what they are paying for.

Background

86 REPUBLIC, LLC was founded in 2005 by a team of experienced financial advisors with a shared vision of providing unbiased and professional financial guidance to clients. Since then, the firm has established a strong reputation for excellence and integrity in the financial industry.

Disclosures

  • As a registered investment advisor, 86 REPUBLIC, LLC is held to high fiduciary standards, meaning they are legally obligated to act in their clients' best interests. They are also required to disclose any potential conflicts of interest and provide full transparency in their services and fees.

Firm Facts

Primary Business Name
86 REPUBLIC, LLC
Organization CRD
307733
Legal Name
86 REPUBLIC, LLC