How does the advisor help clients – Key Takeaways:
COLEMAN ADVISORY, LLC is a financial expert that helps clients achieve their financial goals by providing professional financial advice and guidance. The company operates with a strong focus on client satisfaction and aims to create long-term relationships built on trust and reliability.
Facts and Insights
COLEMAN ADVISORY, LLC has been in business for over 15 years, providing financial advice and services to individuals and businesses. The company has a team of experienced and qualified financial advisors who are dedicated to delivering personalized financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 5+ | 15+ years |
Financial Services Offered
COLEMAN ADVISORY, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, tax planning, estate planning, insurance, and more. The company utilizes a holistic approach to financial planning, taking into account each client’s unique goals and circumstances.
Client Types
COLEMAN ADVISORY, LLC serves a diverse clientele, including high net worth individuals, families, and small business owners. The company understands that each client has different financial needs and goals and strives to provide personalized solutions that are tailored to their specific situation.
Fees & Compensation
As a fee-only advisor, COLEMAN ADVISORY, LLC charges a transparent and fair fee for their services, which is based on a percentage of assets under management. This ensures that the company’s interests are aligned with those of their clients, as they only earn more when their clients’ investments perform well.
Background
COLEMAN ADVISORY, LLC was founded by John Coleman, a seasoned financial advisor with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP) and has a strong background in investment management and financial planning. Under his leadership, the company has grown to become one of the leading financial advisors in the region.
Financial Advisor Disclosures to Know
COLEMAN ADVISORY, LLC takes great pride in being transparent and ethical in their business practices. The company strictly adheres to all regulations and laws set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Additionally, the company has no legal or disciplinary actions against them, demonstrating their commitment to upholding the highest standards of integrity and professionalism.
In conclusion, COLEMAN ADVISORY, LLC is a reputable financial advisor that provides personalized and comprehensive financial solutions to their clients. With a strong track record of success and a team of experienced professionals, the company is well-equipped to help individuals and businesses achieve their financial goals.