How does the advisor help clients – Key Takeaways:
CHASING VALUE ASSET MANAGEMENT, INC. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. By providing top-notch financial advice and management services, they help individuals, families, and businesses make the most of their assets and reach their objectives.
Key Takeaways:
- Provides expert financial advice and management services
- Focused on helping clients achieve their financial goals
- Serves individuals, families, and businesses
Facts and Insights
CHASING VALUE ASSET MANAGEMENT, INC. has been in business for over 20 years and has a team of experienced and knowledgeable financial advisors. Their commitment to excellence and dedication to their clients has earned them a strong reputation in the industry.
Their team of financial experts stays up-to-date on market trends and insights, ensuring that clients receive the best advice and strategies for managing their assets. They also offer a wide range of financial services to cater to the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million and above | Over 10 | 20+ years |
Financial Services Offered
CHASING VALUE ASSET MANAGEMENT, INC. offers a comprehensive range of financial services to meet the diverse needs of their clients. Whether it’s retirement planning, tax management, or wealth management, their team of experts has the knowledge and experience to provide top-notch advice and guidance.
- Retirement planning
- Estate planning
- Investment management
- Tax management
- Wealth management
- Insurance planning
Client Types
CHASING VALUE ASSET MANAGEMENT, INC. caters to a variety of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific objectives.
- Individuals
- Families
- Businesses
Fees & Compensation
CHASING VALUE ASSET MANAGEMENT, INC. is a fee-based firm, which means they charge a percentage of the assets they manage as their compensation. This structure aligns their interests with those of their clients, as they only make money when their clients’ assets grow.
The specific fees and compensation structure may vary depending on the services provided and the client’s individual needs. However, they are transparent about their fees and ensure that clients understand the costs associated with their services.
Background
CHASING VALUE ASSET MANAGEMENT, INC. was founded by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. For over 20 years, they have been providing top-notch advice and management services, earning the trust and loyalty of their clients.
Their team of financial experts has a diverse range of backgrounds and experience, which allows them to approach each client’s unique financial situation with a comprehensive perspective.
Financial Advisor Disclosures to Know
As a registered investment advisor, CHASING VALUE ASSET MANAGEMENT, INC. is regulated by the Securities and Exchange Commission (SEC). This means that they are held to a high standard of fiduciary duty, which requires them to always act in the best interest of their clients.
They have a clean regulatory record and no disciplinary actions or sanctions against their firm or advisors. This demonstrates their commitment to maintaining a strong ethical and professional standard in all aspects of their business.