How does the advisor help clients – Key Takeaways:
CLUNE & ASSOCIATES is a reputable financial services firm that works with clients to help them reach their financial goals. They aim to provide expert advice and guidance to their clients, helping them make informed decisions about their finances and investments.
Facts and Insights
CLUNE & ASSOCIATES is a well-respected firm in the financial services industry. They have a long history of success and have helped numerous clients achieve their financial goals. Here are some key numbers and insights about CLUNE & ASSOCIATES:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
CLUNE & ASSOCIATES offers a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and more. They work closely with each client to develop a personalized plan that is tailored to their individual needs and goals.
Client Types
CLUNE & ASSOCIATES works with a diverse set of clients, including individuals, families, and businesses. They have experience working with clients at various stages of their financial journey, from young professionals just starting to build their wealth to retirees looking to preserve and grow their assets.
Fees & Compensation
When it comes to fees and compensation, CLUNE & ASSOCIATES operates on a fee-only basis. This means that they do not receive commissions or incentives for recommending certain investments or financial products. Their fees are transparent and are based on a percentage of the client’s assets under management.
Background
CLUNE & ASSOCIATES was founded by John Clune in 1995. John has over 30 years of experience in the financial services industry and is a Certified Financial Planner (CFP). He leads a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand any potential conflicts of interest or disciplinary actions that may have been taken against them. CLUNE & ASSOCIATES has a clean record with no disciplinary actions taken against them by any regulatory or industry bodies. They prioritize transparency and always act in the best interests of their clients.
In conclusion, CLUNE & ASSOCIATES is a highly reputable financial services firm that works tirelessly to help their clients achieve financial success. With a team of experienced advisors, a wide range of services, and a commitment to transparency, they are a top choice for anyone seeking expert financial advice.