How does the advisor help clients – Key Takeaways:
CLEMENTS INVESTMENT MANAGEMENT is a renowned financial advisory firm that helps clients achieve their financial goals through personalized investment management strategies. Their team of expert advisors provides comprehensive financial services to clients of various backgrounds and goals, while always prioritizing the best interests of the clients.
Facts and Insights
CLEMENTS INVESTMENT MANAGEMENT has been in business for over 20 years, offering top-notch financial services to clients around the world. They have a team of highly experienced financial advisors who are well-versed in the latest market trends and investment strategies. As of 2020, CLEMENTS INVESTMENT MANAGEMENT boasts over $1 billion in assets under management and a growing number of satisfied clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 100+ | 20+ years |
Financial Services Offered
CLEMENTS INVESTMENT MANAGEMENT offers a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. Their team works closely with clients to understand their financial goals and create custom investment strategies to help them achieve long-term success.
Client Types
CLEMENTS INVESTMENT MANAGEMENT works with a diverse range of clients, including high net worth individuals, families, and businesses. They also cater to clients with varying financial goals and objectives, providing personalized solutions to meet their individual needs.
Fees & Compensation
CLEMENTS INVESTMENT MANAGEMENT operates on a fee-only structure, meaning they are compensated solely by the fees paid by clients. This ensures transparency and aligns the interests of the advisor with that of the client. The advisory fees are based on a percentage of assets under management and may vary depending on the services provided.
Background
CLEMENTS INVESTMENT MANAGEMENT was founded in 1999 by John Clements, a seasoned financial expert with over 30 years of experience in the industry. Clements believed in providing personalized and unbiased financial advice to clients and built the firm with that philosophy in mind. Today, CLEMENTS INVESTMENT MANAGEMENT continues to uphold the same values and has become a trusted name in the financial industry.
Financial Advisor Disclosures to Know
As a fiduciary, CLEMENTS INVESTMENT MANAGEMENT is dedicated to serving the best interests of their clients. In compliance with regulations, they provide all necessary disclosures to clients, including potential conflicts of interest, fees, and any relevant information that might impact the client’s decision-making process. This ensures transparency and builds trust between the advisor and the client.