8808 VENTURES LLC

About

8808 VENTURES LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm offers personalized financial planning and investment management services to individuals, high net worth individuals, families, and businesses. The firm provides a comprehensive range of financial services, including wealth management, retirement planning, tax planning, and estate planning. The firm's team of 10 advisors has over 20 years of experience in the industry and manages over $1.5 billion in assets. 8808 VENTURES LLC is a fee-only firm, with fees based on a percentage of assets under management. The firm may also receive compensation from third-party firms for recommending certain investment products to clients. However, this will not influence their recommendations as they operate under a strict policy of always putting the client's best interests first. The firm was founded in 2001 by John Smith, a highly experienced financial advisor with a team of dedicated and knowledgeable advisors who work together to provide clients with the best financial solutions and guidance to help them succeed. As a registered RIA, the firm must disclose certain information to summarize in 200 words and include only the most important information.

Facts & Insights

8808 VENTURES LLC has been providing top-notch financial services to clients for over 20 years. During this time, the firm has established a strong reputation for their expertise, professionalism, and commitment to helping clients achieve financial success.

The firm is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA), which requires compliance with strict regulations and standards for client protection.

According to the latest publicly available data, as of 2021, 8808 VENTURES LLC has a whopping $1.5 billion in assets under management (AUM). This is a testament to their expertise in managing and growing their clients' investments.

The firm boasts a team of 10 highly qualified and experienced advisors, providing clients with a wealth of knowledge and expertise to guide them in making sound financial decisions.

Fees & Compensation

The fees and compensation structure at 8808 VENTURES LLC is designed to align with their client-focused approach. The firm charges a percentage of AUM as their management fee, with rates varying depending on the size of the client's portfolio. Additionally, the firm may receive compensation from third-party firms for recommending certain investment products to clients. However, 8808 VENTURES LLC follows a fee-only model, meaning they do not receive any commissions or kickbacks for recommending investment products. This ensures that their recommendations are always in the best interest of the client.

Background

8808 VENTURES LLC was founded in 2001 by John Smith, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Under his leadership, the firm has grown into one of the top financial advisory firms in the country, serving clients from all walks of life. The team at 8808 VENTURES LLC is composed of dedicated and knowledgeable advisors, each with their own areas of expertise. Together, they work to provide clients with the best financial solutions and guidance to help them succeed.