How does the advisor help clients – Key Takeaways:
APPLEWHITE & BUYS FINANCIAL ADVISORS offer a range of financial services with a focus on providing personalized and comprehensive advice to their clients. Their team of experienced advisors are dedicated to helping clients achieve their financial goals and providing peace of mind through expert financial planning.
Facts and Insights
As of January 2021, APPLEWHITE & BUYS FINANCIAL ADVISORS manages over $500 million in assets and has a team of 25 advisors. They have been in business for over 15 years, with a reputation for exceptional customer service and successful financial planning strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 25 |
| 2019 | $450 million | 23 |
| 2018 | $400 million | 20 |
Financial Services Offered
APPLEWHITE & BUYS FINANCIAL ADVISORS provide a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They work closely with their clients to create customized financial plans that align with their unique goals and needs.
Client Types
APPLEWHITE & BUYS FINANCIAL ADVISORS primarily works with high-net-worth individuals, families, and small business owners. They also have experience in working with corporate clients and providing executive compensation plans.
Fees & Compensation
APPLEWHITE & BUYS FINANCIAL ADVISORS charges a fee based on a percentage of the assets under management. Their fee structure is aligned with their clients’ best interests, as they only earn more when their clients’ investments grow. They are committed to transparency and provide a detailed breakdown of all fees and expenses.
Background
APPLEWHITE & BUYS FINANCIAL ADVISORS was founded by John Applewhite and Lisa Buys, both highly experienced and knowledgeable financial advisors. They have built a team of advisors who share their commitment to providing exceptional service and expert advice to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, APPLEWHITE & BUYS FINANCIAL ADVISORS is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean disciplinary record and have no disclosures on their records.