How does the advisor help clients – Key Takeaways:
- Childress Investment Management is a financial advisory firm that serves as a trusted partner to clients.
- The firm offers a comprehensive range of financial services and caters to diverse client types, including individuals, families, and businesses.
- With a team of experienced advisors, Childress Investment Management provides tailored financial solutions and personalized guidance to help clients achieve their goals.
Facts and Insights
Childress Investment Management is dedicated to providing quality financial services to its clients. Founded in 2005, the firm has been in business for over 16 years, building a solid reputation for its expertise in wealth management and financial planning.
The firm prides itself on taking a holistic approach to financial management, considering clients’ unique circumstances and goals to develop a customized plan that meets their needs and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 16 years |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Cash flow management
Client Types
Childress Investment Management works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High-net-worth individuals
Fees & Compensation
Childress Investment Management follows a fee-only compensation structure, meaning that the firm is not compensated by commissions or product sales. This helps ensure that the firm’s advice is unbiased and in the best interest of the client.
The firm’s fees are based on a percentage of the assets under management, with the rate depending on the level of assets and services provided. Clients are also given the option to pay by the hour for specific financial planning services.
Background
The founder and CEO of Childress Investment Management, John Childress, has over 25 years of experience in the financial industry. He holds multiple professional certifications, including CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst®.
The firm’s team of advisors also has a wealth of experience and expertise in various areas of financial planning, investment management, and tax services. They are committed to providing clients with high-quality, personalized, and unbiased advice.
Financial Advisor Disclosures to Know
Childress Investment Management has a clean disciplinary record, with no legal or regulatory actions taken against the firm or its advisors. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a fiduciary, meaning that it is legally obligated to act in the best interest of its clients.
As a financial expert, Childress Investment Management provides clients with the knowledge, skills, and resources necessary to make informed decisions and reach their financial goals. With a commitment to transparency and a client-centric approach, the firm stands out as a trusted financial advisor in the industry.