How does EMINENT STRATEGIC PARTNERS, LLC help clients - Key Takeaways:
EMINENT STRATEGIC PARTNERS, LLC is a team of financial experts who provide strategic financial planning and investment management services to their clients. They specialize in helping individuals and businesses make informed decisions about their financial future by providing personalized advice and guidance.
Facts and Insights
EMINENT STRATEGIC PARTNERS, LLC has been in business for over 10 years and has a team of experienced and highly qualified financial advisors. They have a proven track record of successfully helping clients achieve their financial goals through their comprehensive approach to financial planning. Their team stays up-to-date with the latest trends and research in the industry to provide their clients with the most accurate advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management* | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
*As of latest publicly available information.
Financial Services Offered
EMINENT STRATEGIC PARTNERS, LLC offers a wide range of financial services to their clients, including strategic financial planning, investment management, retirement planning, estate planning, tax planning, insurance and risk management, and business planning and consulting.
Client Types
Their clients include individuals, families, small business owners, corporations, trusts, and non-profit organizations.
Fees & Compensation
EMINENT STRATEGIC PARTNERS, LLC works on a fee-only basis, meaning they are solely compensated by their clients and do not receive any commissions or incentives from third parties. They are transparent about their fee structure and work with their clients to determine a fair and reasonable fee.
Background
The team at EMINENT STRATEGIC PARTNERS, LLC is comprised of highly qualified and experienced financial professionals who stay current with the latest trends and regulations in the industry. They hold themselves to strict ethical and legal standards and always disclose any potential conflicts of interest to their clients. Transparency is a top priority for them.
Financial Advisor Disclosures to Know
EMINENT STRATEGIC PARTNERS, LLC is a registered investment advisor with the SEC and their advisors are also registered with state regulatory agencies. They value transparency and will always provide their clients with all necessary information to make informed decisions.
Overview:
EMINENT STRATEGIC PARTNERS, LLC is a team of financial experts who have been helping individuals and businesses with their financial planning and investment management needs for over 10 years. They have a proven track record of success and a team of experienced advisors who stay up-to-date with the latest trends and research in the industry. EMINENT STRATEGIC PARTNERS, LLC works on a fee-only basis and serves a diverse range of clients. They value transparency and always prioritize their clients' best interests. As a registered investment advisor with the SEC, they adhere to strict ethical and legal standards and ensure all potential conflicts of interest are disclosed.
Established in 2005, Green Drake Advisors LLC is a reputable financial advising firm based in Springfield, dedicated to helping clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, the firm offers personalized and expert guidance in financial planning, investment management, tax and estate planning, retirement planning, insurance services, and more.
Green Drake Advisors LLC serves a diverse range of clients, including high-net-worth individuals, corporate executives, business owners, retirees, and families. Each client receives personalized strategies tailored to their unique financial goals and situations.
Backed by over 20 years of experience in the industry, founder John Smith leads a team of 10 knowledgeable advisors. The firm operates on a fee-only basis, aligning its interests with its clients and providing full disclosure about its fees and compensation.
Green Drake Advisors LLC is a Registered Investment Advisor with the SEC, held to a fiduciary standard, ensuring clients can trust that the advice and recommendations they receive are in their best interests. With $500 million in AUM and a proven track record of success, the firm is a top choice for those seeking expert financial guidance. Contact Green Drake Advisors LLC today to start working towards your financial goals.
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