3:23 Financial Services works with clients to develop and implement financial plans, monitoring and updating them over time. Their services include guidance on budgeting, debt management, investment portfolio construction, retirement planning, tax strategy, and more. Clients can also elect to have 3:23 manage their investments, with strategies tailored to their individual goals and risk tolerance.
Assets Under Management$1.5M
Clients18
Advisors1
Avg. per Client$84K
Avg. per Advisor$1.5M
Fee Structure
Planning is included in investment management (also available separately)
As part of the financial planning subscription, clients can choose to have 3:23 Financial Services manage their investments. 3:23 will determine your investment goals, time horizon, and risk tolerance. Investment strategies, investment selection, asset allocation, and portfolio monitoring will be based on these factors.
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