About Advisors Asset Management, Inc.
How does the advisor help clients – Key Takeaways:
Advisors Asset Management, Inc. is an independent financial advisory firm that specializes in creating customized investment solutions for individual and institutional clients. They provide a wide range of financial services and work with clients to achieve their unique financial goals and objectives.
Facts and Insights
Advisors Asset Management, Inc. was founded in 1979 and is headquartered in Monument, Colorado. The firm has over 200 employees and more than $20 billion in assets under management. They have offices across the United States and serve clients globally.
The firm has a strong track record of delivering results for their clients and prides itself on its personalized approach to financial planning. Their team of experienced advisors is dedicated to staying current with the latest market trends and using their expertise to help clients make sound investment decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $20 billion | 200+ | Founded in 1979 |
Financial Services Offered
Advisors Asset Management, Inc. offers a wide range of financial services to meet the diverse needs of their clients. Their services include investment management, retirement planning, tax planning, estate planning, risk management, and more. They also provide financial education and resources to help clients make informed decisions about their financial future.
Client Types
Advisors Asset Management, Inc. works with a variety of clients including individuals, families, businesses, and institutions. Their team of advisors has the expertise to serve the unique financial needs of each client, no matter the size or complexity of their portfolio. They also offer specialized services for high net worth individuals and institutional investors.
Fees & Compensation
Advisors Asset Management, Inc. operates on a fee-based compensation model, meaning they receive a percentage of the assets they manage on behalf of clients. This aligns their interests with those of their clients, as their compensation is directly tied to the performance of the investments they recommend and manage. They are transparent about their fees and do not charge commissions or hidden fees.
Background
The team at Advisors Asset Management, Inc. is comprised of experienced and knowledgeable financial advisors who bring a diverse range of expertise to the firm. They are committed to providing clients with personalized and proactive financial planning strategies that are tailored to their unique needs. The firm has received numerous awards and recognition for their outstanding performance and commitment to client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, Advisors Asset Management, Inc. is held to the highest standards of ethical and professional conduct. They are obligated to act in the best interests of their clients and must disclose any potential conflicts of interest. Clients can have peace of mind knowing that their advisors are held to a fiduciary standard, meaning they must always act in the best interests of their clients.