Financialadvice4 Me, LLC is an internet adviser based in Buena Vista. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Colorado and Delaware.
Financialadvice4 Me provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Financialadvice4 Me, LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Financialadvice4 Me is individuals with 50 clients and $0 of assets under management. Among the 0 most similar advisory firms, Financialadvice4 Me has the 0th lowest percentage of individuals out of all clients.
None of the firm’s clients are foreign persons or businesses.
Financialadvice4 Me doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Financialadvice4 Me, LLC performs its advisory services is located at 912 South Main Street, Buena Vista, CO 81211 The mailing address of the firm is Po Box1582, Buena Vista, CO 81211 1582. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 7199665068. The normal business hours are 9-5 on Other. You can find more information about the New York firm at peoplesfinancialadvisor.com.