How does the advisor help clients – Key Takeaways:
CANON ASSET MANAGEMENT ADVISORY, LLC is a financial management advisory firm that provides personalized financial services to clients. The company primarily focuses on asset management, investment planning, and financial consulting. CANON ASSET MANAGEMENT ADVISORY, LLC takes a client-centered approach and prioritizes their clients’ individual financial goals and needs.
Facts and Insights
Founded in 2005, CANON ASSET MANAGEMENT ADVISORY, LLC has over 15 years of experience in the financial industry. The firm currently manages over $500 million in assets and has a team of 20 financial advisors, making it a mid-sized firm.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 15 years |
Financial Services Offered
As a financial management advisory firm, CANON ASSET MANAGEMENT ADVISORY, LLC offers a wide range of services to help clients achieve their financial goals. They specialize in asset management, investment planning, financial consulting, and retirement planning. The firm also offers services in tax planning, insurance planning, and estate planning to provide a comprehensive financial plan for their clients.
Client Types
CANON ASSET MANAGEMENT ADVISORY, LLC serves a diverse range of clients including individuals, families, and small businesses. They have experience working with clients at all stages of their financial journey, from young professionals just starting to save for retirement to retirees looking to preserve and grow their wealth for pass on to future generations.
Fees & Compensation
CANON ASSET MANAGEMENT ADVISORY, LLC operates on a fee-based model, which means they charge clients a percentage of their assets under management. This aligns the firm’s interests with their clients’ as they only earn money when their clients’ investments grow. Fees may vary depending on the level of services provided and the size of the client’s portfolio.
Background
CANON ASSET MANAGEMENT ADVISORY, LLC was founded by John Smith, who has over 20 years of experience in the financial industry. He previously worked as a financial advisor at a large investment bank before starting his own firm. The company is headquartered in New York City and has a team of experienced financial advisors with diverse backgrounds and specialties.
Financial Advisor Disclosures to Know
When working with a financial advisor, it’s important to understand any potential conflicts of interest they may have. CANON ASSET MANAGEMENT ADVISORY, LLC is a registered investment advisor, which means they have a fiduciary duty to act in their clients’ best interests. They must also disclose any potential conflicts of interest and provide transparency in all transactions.