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ADDISONMANAGEMENT, INC.
ADDISONMANAGEMENT, INC. is a leading financial management firm that has been serving clients for over 20 years. The firm prides itself on providing expert financial advice and guidance to individuals, families, and businesses. With a team of experienced advisors, ADDISONMANAGEMENT, INC. is dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Experienced team of advisors
- Dedicated to helping clients achieve financial goals
- 20+ years of experience
Facts and Insights:
As of 2021, ADDISONMANAGEMENT, INC. manages over $1 billion in assets for its clients. The firm has a team of 15 experienced advisors who provide personalized and tailored financial management services to its clientele. The firm takes a comprehensive approach to financial planning, combining investment management, retirement planning, tax planning, and risk management to help clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 15 | $1 billion |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Debt Management
- Insurance Strategies
Client Types:
ADDISONMANAGEMENT, INC. serves a wide range of clients, including individuals, families, small businesses, and corporations. The firm understands that each client has unique financial needs and goals, and therefore, provides personalized services tailored to each client’s specific situation. This approach has earned the firm a loyal and satisfied client base.
Fees & Compensation:
ADDISONMANAGEMENT, INC. charges a fee based on a percentage of the assets under management. This aligns the firm’s interests with its clients’ interests, ensuring that the firm’s success is tied to its clients’ success. The firm’s fee structure is transparent and competitive, and there are no hidden fees or commissions.
Background:
The firm was founded in 1999 by John Addison, a financial expert with over 30 years of experience in the industry. Under his leadership, ADDISONMANAGEMENT, INC. has grown into a respected and reputable financial management firm, known for its personalized and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know:
ADDISONMANAGEMENT, INC. is a registered investment advisor (RIA) and is committed to upholding the highest ethical standards. The firm has a fiduciary duty to act in the best interests of its clients at all times. The firm’s advisors are also required to disclose any potential conflicts of interest that may arise to ensure transparency and trust with clients.