How does the advisor help clients – Key Takeaways:
As a financial expert, Charles J. Means & Co., LLC is dedicated to providing clients with personalized and comprehensive financial planning services. They understand that every client has unique financial goals and needs, and they strive to create customized strategies to help them achieve their objectives. Their goal is to provide clients with peace of mind and confidence in their financial future.
Facts and Insights
Charles J. Means & Co., LLC has been in business for over 25 years, making them a trusted and experienced financial advisor. They currently have over $100 million in assets under management and a team of 5 knowledgeable and dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | Over 25 years |
Financial Services Offered
Charles J. Means & Co., LLC offers a range of financial services to help clients achieve their financial goals. These services include, but are not limited to:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
Charles J. Means & Co., LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Young professionals
- Retirees
- Family estates
Fees & Compensation
Charles J. Means & Co., LLC is a fee-only financial advisor, which means they do not earn commissions or other forms of compensation from the sale of financial products. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The founder of Charles J. Means & Co., LLC, Charles J. Means, has over 30 years of experience in the financial industry. He is a Certified Financial Planner™ and a Chartered Financial Consultant. He leads a team of dedicated advisors who share his commitment to providing personalized and comprehensive financial planning services.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is essential to understand their ethical and legal obligations to their clients. Charles J. Means & Co., LLC operates under the fiduciary standard, meaning they are legally bound to act in their clients’ best interests at all times. They also have a code of ethics and a strict confidentiality policy to protect their clients’ personal and financial information.