Overview
Assets Under Management: $188 million
High-Net-Worth Clients: 68
Average Client Assets: $2.2 million
Frequently Asked Questions
MORE FOR LESS FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126816), MORE FOR LESS FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
MORE FOR LESS FINANCIAL SOLUTIONS, LLC serves 68 high-net-worth clients according to their SEC filing dated March 21, 2018. View client details ↓
According to their SEC Form ADV, MORE FOR LESS FINANCIAL SOLUTIONS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MORE FOR LESS FINANCIAL SOLUTIONS, LLC manages $188 million in client assets according to their SEC filing dated March 21, 2018.
According to their SEC Form ADV, MORE FOR LESS FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.96%
Average Client Assets: $2.2 million
Total Client Accounts: 757
Discretionary Accounts: 757
Regulatory Filings
CRD Number: 126816
Filing ID: 1191809
Last Filing Date: 2018-03-21 10:46:00