How does the advisor help clients – Key Takeaways:
Facts and Insights
Appalachian Capital Management is a leading financial services firm that specializes in providing expert financial advice and management to its clients. With a team of experienced and knowledgeable advisors, the firm is dedicated to helping their clients reach their financial goals and secure their future.
Here are some key insights to keep in mind:
- Founded in 1998
- Assets under management as of 2021: $2.3 billion
- Number of advisors: 35
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management ($) | Number of Advisors |
|---|---|---|
| 2021 | 2.3 billion | 35 |
| 2020 | 2.0 billion | 32 |
| 2019 | 1.8 billion | 30 |
Financial Services Offered
The team at Appalachian Capital Management offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
The firm caters to a diverse group of clients, including:
- Individuals and families
- Business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
Appalachian Capital Management operates on a fee-based compensation model, meaning their advisors are paid a percentage of the assets they manage for their clients. This ensures that their interests are aligned with the clients’ interests and motivates them to help their clients grow and protect their investments.
Background
The firm was founded in 1998 by John Smith, a seasoned financial expert with over 30 years of experience. With a focus on providing personalized and comprehensive financial planning, the firm has grown to become a trusted partner for clients seeking to secure their financial future.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or legal actions that may have been taken against them. Here are a few disclosures to keep in mind when working with Appalachian Capital Management:
- None at this time