How does the advisor help clients – Key Takeaways:
AUBURNDALE INVESTMENT MANAGEMENT is a leading financial management firm that provides expert advisory services to clients in need of guidance and support with their financial goals. Their team of knowledgeable and experienced advisors utilize their expertise to help clients make informed decisions and achieve financial success.
This article will discuss some key takeaways on how AUBURNDALE INVESTMENT MANAGEMENT helps their clients with their financial planning needs.
Facts and Insights
Before diving into the specific services and expertise offered by AUBURNDALE INVESTMENT MANAGEMENT, it’s important to understand some key facts and insights about the firm.
As of January 2021, AUBURNDALE INVESTMENT MANAGEMENT manages over $1 billion in assets for a wide range of clients, including high net worth individuals, families, and businesses. They have a team of 10 advisors, each with their own areas of expertise, and have been in business for over 20 years, establishing themselves as a reputable and reliable financial management firm.
Furthermore, AUBURNDALE INVESTMENT MANAGEMENT is a fee-only firm, meaning they do not earn commissions from the sale of investment products, ensuring their recommendations are truly in the best interest of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 20+ years |
Financial Services Offered
AUBURNDALE INVESTMENT MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education savings planning
Their team of advisors work closely with each client to create a personalized financial plan that meets their unique goals and objectives.
Client Types
AUBURNDALE INVESTMENT MANAGEMENT serves a diverse range of clients, including high net worth individuals, families, and businesses. They understand that each client has their own unique financial situation and goals, and work closely with them to provide tailored solutions and strategies.
Fees & Compensation
AUBURNDALE INVESTMENT MANAGEMENT operates on a fee-only basis, meaning they do not receive commissions from the sale of investment products. Their fees are based on a percentage of the assets they manage, ensuring that their interests are aligned with their clients’ interests. This fee structure also promotes transparency and helps avoid any potential conflicts of interest.
Background
AUBURNDALE INVESTMENT MANAGEMENT was founded in 2000 by a team of financial experts who shared a common goal of helping clients achieve financial success. They have since grown into a highly reputable firm known for their personalized approach and excellent client service.
Financial Advisor Disclosures to Know
It’s important for clients to have full transparency and be aware of any potential conflicts of interest when working with a financial advisor. AUBURNDALE INVESTMENT MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC), meaning they adhere to strict regulations and must disclose any potential conflicts of interest. As such, clients can trust that their recommendations are unbiased and in their best interest.
In conclusion, AUBURNDALE INVESTMENT MANAGEMENT is a leading financial management firm with a strong track record of helping clients achieve their financial goals. Their team of experienced advisors, diverse range of services, and transparent fee structure make them a top choice for individuals, families, and businesses in need of expert financial guidance.