COBEY JACOBSON & GORDON INC. is a financial advisory firm that prides itself on providing expert financial services to a wide range of clients. With a professional and personalized approach, the firm has established itself as a go-to option for individuals and businesses seeking financial advice and assistance.
How does the advisor help clients – Key Takeaways:
COBEY JACOBSON & GORDON INC. offers a range of financial services to clients, including financial planning, investment management, tax planning, retirement planning, and insurance planning. Their team of experienced advisors work closely with each client to develop customized solutions that align with their unique financial goals and objectives.
COBEY JACOBSON & GORDON INC. also provides valuable insights and expertise to guide clients through the complex world of finance. With a deep understanding of market trends and an extensive knowledge of financial products, their advisors are able to help clients make informed decisions that can lead to long-term financial success.
Facts and Insights
As of 2020, COBEY JACOBSON & GORDON INC. manages assets worth over $500 million for its clients. The firm has a team of highly qualified advisors, each with an average of 10 years of experience in the financial industry. Combined, they have managed over $1 billion in assets for their clients.
The firm has a proven track record of helping clients achieve their financial goals, with an impressive retention rate of 95%. This is a testament to the expertise and dedication of the firm’s advisors in providing quality financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
COBEY JACOBSON & GORDON INC. offers a comprehensive range of financial services, including:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Insurance planning
Client Types
COBEY JACOBSON & GORDON INC. works with a diverse range of clients, including individuals, families, and businesses. Their services are tailored to meet the unique needs of each client, regardless of their financial situation or stage of life.
Fees & Compensation
The firm’s fees are based on a percentage of a client’s assets under management. This fee structure ensures that the advisor’s interests are aligned with those of the client, as the more the client’s assets grow, the more the advisor’s compensation grows.
COBEY JACOBSON & GORDON INC. is committed to full transparency when it comes to fees and compensation. They provide clients with a detailed breakdown of all fees and expenses, so there are no surprises or hidden costs.
Background
COBEY JACOBSON & GORDON INC. was founded in 2005 by three experienced financial advisors with a shared passion for helping others achieve financial success. Over the years, the firm has grown to become a trusted name in the financial industry, with a strong reputation for providing exceptional service and results for their clients.
Financial Advisor Disclosures to Know
COBEY JACOBSON & GORDON INC. is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are legally bound to act in the best interests of their clients, providing unbiased and objective financial advice. Additionally, all advisors at the firm are required to adhere to a strict code of ethics, ensuring the highest level of integrity and professionalism in all client interactions.
The firm also has a clean regulatory and legal record, with no disciplinary actions or conflicts of interest reported.