|
40 Customers
Trusted Advisor is structured to provide financial advisory and asset
management services to a maximum of 40 high net worth individuals. We
currently have 31 customers; the goal of the business is to recruit a
further 9 who meet our Ideal Customer Profile, and then cease all marketing
and recruitment. This model has several advantages for both us and our
customers.
Fee-Only Services
We believe that our services create immense value for our customers, and therefore our pricing structure is based around the value we deliver, not the time we spend on providing services.
Strategic Advisor Panel
The core services of asset allocation, portfolio management and financial planning is carried out by Trusted Advisor Ltd, however we employ highly qualified professionals to advise customers in matters of trust and estate planning, and personal tax avoidance.
Services Tour: 40 Customers
|
