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How does the advisor help clients – Key Takeaways:
As a financial expert, CLELLAND & COMPANY INC. provides a range of services to help clients reach their financial goals. Their team of professionals offers personalized advice and tailored financial strategies to help clients manage their wealth and plan for the future.
Facts and Insights
CLELLAND & COMPANY INC. has been in business for over 20 years, providing financial services to clients. They have a team of experienced advisors who are knowledgeable and up-to-date on the latest financial trends and strategies. Through their expertise and insights, they are able to help clients make informed decisions about their finances.
According to publicly available data, as of 2021, CLELLAND & COMPANY INC. has assets under management (AUM) of $500 million. They have a team of 10 advisors, each with an average of 15 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
CLELLAND & COMPANY INC. offers a range of financial services to their clients, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
CLELLAND & COMPANY INC. works with a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific needs.
Fees & Compensation
CLELLAND & COMPANY INC.’s fees and compensation structure is transparent and based on a percentage of AUM. They do not earn commissions on any financial products they recommend, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
CLELLAND & COMPANY INC. was founded by John Clelland in 2001. With a background in finance and a passion for helping others achieve financial success, John saw the need for a truly client-focused financial firm. Since then, CLELLAND & COMPANY INC. has grown to become a reputable and trusted financial advisor, serving clients nationwide.
Financial Advisor Disclosures to Know
CLELLAND & COMPANY INC. is a registered investment advisor (RIA) and is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. Additionally, they have a clean record with no disciplinary actions taken against them by regulatory authorities. They value transparency and disclose all potential conflicts of interest to their clients.