How does the advisor help clients - Key Takeaways:
Callais Capital Management, LLC offers a range of financial services to help clients achieve their goals, including wealth management, investment management, retirement planning, tax planning, and estate planning. They work closely with clients to create personalized strategies and provide ongoing support to adapt to changing needs and market conditions.
Founded in 2005, the company has over 15 years of experience and a team of qualified advisors dedicated to helping clients achieve their financial goals. They stay updated on industry trends and insights to provide informed and effective advice.
Key facts:
- Founded in 2005 with over 15 years of experience
- Team of qualified advisors dedicated to helping clients
- Offer a range of financial services to achieve goals
- Work closely with clients to create personalized strategies
- Stay updated on industry trends and insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $100 million |
|---|---|
| Number of Advisors: | 3 |
| Time in Business: | 15 years |
Services offered:
- Wealth Management
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client types:
- Individuals, families, and small business owners
- High net worth individuals with specialized financial needs
Fees and compensation:
- Fees based on a percentage of assets under management
- Transparency and no hidden fees or commissions
Background:
- Founded by John Callais with over 20 years of experience in the financial industry
- Team of qualified advisors dedicated to integrity, transparency, and personalized service
Financial Advisor Disclosures:
- Held to a fiduciary standard to act in the best interests of clients
- Strict compliance and regulatory requirements for transparency and ethical conduct
The Archer Consulting Group, LLC is a highly respected financial consulting firm with over two decades of experience in guiding individuals and organizations through the complex world of finance. Led by founder and industry veteran John Archer, the firm offers a wide range of services, including investment management, retirement planning, tax planning, estate planning, and risk management. With a team of 10 expert advisors and over $500 million in assets under management, the Archer Consulting Group, LLC has established itself as a trusted partner for clients seeking to achieve their financial goals. The firm operates on a fee-only basis, ensuring that its interests are aligned with its clients' and eliminating any conflicts of interest. Backed by Mr. Archer's extensive qualifications and certifications, the firm maintains a commitment to transparency and disclosure, adhering to strict rules and regulations set by the Securities and Exchange Commission. Whether individuals, businesses, or institutions, clients of the Archer Consulting Group, LLC can expect personalized and expert financial guidance to help them make informed decisions about their money.