If you’re looking for a financial advisor, you may be wondering if you should work with a 93 Financial Group LLC advisor. While the company claims that they only charge for performance, that’s not necessarily true. Certain advisors earn commissions on products they sell, which can create a conflict of interest. The advice you receive from your advisor should be based on your best interests. 93 Financial’s fee structure is a mix of hourly and fixed fees, which are based on the assets they manage for their clients. 93 Financial does not state what the minimum amount of funds to invest in is.
93 Financial Group, LLC is a registered investment adviser and insurance agency with its principal office in Massachusetts. The company has eight employees, of which five are in advisory roles. Its total number of clients is unknown. As an independent financial planning company serving the Boston area, 93 Financial Group has worked with victims of fraud.
Before investing with a financial advisor, prospective clients should carefully read their 93 Financial Group review. This is important because the firm’s website is not intended to provide personalized investment advice. Prospective clients should only work with a registered or exempt representative of the firm. You should also request a copy of the firm’s disclosure brochure, which contains important information about the firm.
93 Financial Group is a registered investment adviser, insurance agency, and independent financial planning firm located in Woburn, Massachusetts. This SEC-registered company offers financial planning services to both individuals and small businesses. They are headquartered in Woburn, Massachusetts, and their services include retirement planning, insurance, and insurance.
93 Financial Group LLC has an advisory team of eight advisors. The average account size is $271,898, and the average advisor oversees 463 client accounts. The company is based in Massachusetts, but it is also registered in California, Florida, and Texas. There are several types of fees associated with working with 93 Financial Group LLC.