How does the advisor help clients – Key Takeaways:
ADDISON FAMILY MANAGEMENT, LLC serves as a trusted financial expert for their clients, providing comprehensive and customized solutions to help them achieve their financial goals. They specialize in wealth management, financial planning, and investment strategy. Their team of experienced advisors utilizes a client-first approach to help individuals, families, and businesses build, preserve, and transfer wealth.
Facts and Insights:
ADDISON FAMILY MANAGEMENT, LLC is a registered investment advisor (RIA) located in the city of San Francisco, California. They were established in 2004 and have been serving clients for over 15 years. According to their latest Form ADV filed with the Securities and Exchange Commission (SEC), they have $500 million in assets under management (AUM) and 5 advisors on staff.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered:
With their expertise and experience, ADDISON FAMILY MANAGEMENT, LLC offers a range of financial services to help their clients achieve financial success. These include:
- Wealth management
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types:
ADDISON FAMILY MANAGEMENT, LLC serves a diverse client base, including high-net-worth individuals, families, and small businesses. Their clients come from various industries and backgrounds, and they have experience working with clients in different stages of life, from young professionals starting to build their wealth to retirees looking to preserve and transfer their assets.
Fees & Compensation:
The advisors at ADDISON FAMILY MANAGEMENT, LLC are fee-only, which means their compensation comes solely from the fees paid by their clients. This gives their clients peace of mind knowing that their advisors do not earn commissions or bonuses from the products they recommend. The fees charged by ADDISON FAMILY MANAGEMENT, LLC are typically based on a percentage of assets under management, ensuring their interests are aligned with their clients’ success.
Background:
The team at ADDISON FAMILY MANAGEMENT, LLC has a combined experience of over 50 years in the financial industry. They hold various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This extensive knowledge and expertise allow them to provide well-informed and strategic financial guidance to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ADDISON FAMILY MANAGEMENT, LLC has a fiduciary duty to act in the best interest of their clients at all times. They are required to disclose any potential conflicts of interest to their clients and operate with transparency and honesty. In the past 10 years, ADDISON FAMILY MANAGEMENT, LLC has had zero disclosure events, demonstrating their commitment to maintaining a high ethical standard for their clients’ benefit.