Social-Economic Private Club LLC provides financial planning and investment advisory services. For individuals, they offer risk management, investment options, retirement planning, wealth transfer strategies, and financial education. For organizations, they offer risk management, fixed and variable investments, retirement plans, business continuity planning, and financial education for employees and executives. Services are billed through contracts, consultations, and special projects based on client needs.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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