EXPERT FINANCIAL SERVICES, LLC

Overview

Expert Financial Services, LLC is an independent registered investment adviser set up as a limited liability company and owned by an individual. The firm serves individual and family clients and combines advisory services (financial planning and portfolio management for individuals and small businesses) with broker-dealer activities through a registered representative relationship. Its client billing mixes a percentage-of-AUM fee model with commission-based business. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices