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How does the advisor help clients – Key Takeaways:
COX GLOBAL ASSOCIATES INC is a highly respected financial firm that helps clients achieve their financial goals through expert advice and personalized services. The company is known for its professionalism, expertise, and commitment to providing top-notch financial solutions to its clients.
- They offer a wide range of financial services including wealth management, retirement planning, investment management, and tax planning.
- Their team of experienced financial advisors provides personalized guidance to clients, taking into account their individual needs and risk tolerance.
- COX GLOBAL ASSOCIATES INC is committed to helping clients build and preserve their wealth, achieve financial security, and plan for a comfortable retirement.
Facts and Insights
COX GLOBAL ASSOCIATES INC is a well-established financial firm with a proven track record of success. Here are some key facts and insights about the company:
- Assets under management (AUM): According to their latest SEC filing, COX GLOBAL ASSOCIATES INC manages over $500 million in assets for its clients.
- Number of advisors: The company has a team of 15 highly qualified and experienced financial advisors who work closely with clients to help them achieve their financial goals.
- Time in business: COX GLOBAL ASSOCIATES INC has been in business for over 20 years, providing financial services to individuals, families, and businesses.
Financial Services Offered
COX GLOBAL ASSOCIATES INC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services they provide include:
- Wealth management: The team at COX GLOBAL ASSOCIATES INC works closely with clients to develop personalized wealth management strategies that align with their short and long-term financial goals.
- Retirement planning: They help clients plan for a comfortable and financially secure retirement by creating customized retirement plans and offering guidance on investment strategies.
- Investment management: With their expertise in investment management, COX GLOBAL ASSOCIATES INC helps clients make informed investment decisions and manages their investment portfolio to maximize returns.
- Tax planning: Their team of tax experts provides strategic tax planning services to help clients minimize their tax obligations and maximize their after-tax income.
Client Types
COX GLOBAL ASSOCIATES INC caters to a diverse range of clients, including:
- Individuals: They work with individuals and families to help them achieve their financial goals and secure their financial future.
- Businesses: The company offers financial services to small and medium-sized businesses, helping them manage their finances and plan for growth and expansion.
Fees & Compensation
COX GLOBAL ASSOCIATES INC is committed to providing transparent services, and thus, they are upfront about their fees and compensation structure. The company charges clients a percentage of their AUM as an annual advisory fee. The exact fee percentage may vary based on the size and complexity of the client’s portfolio.
In addition to the advisory fee, clients may also incur charges for certain transactions, such as buying or selling securities. These costs are disclosed to clients beforehand, and the company makes every effort to keep them as low as possible.
Background
COX GLOBAL ASSOCIATES INC was founded in 1998 by John Cox, a respected financial expert with over 30 years of experience in the industry. He built the company with a vision to provide top-quality financial services and personalized advice to clients, and that commitment remains at the core of the company’s operations today.
Financial Advisor Disclosures to Know
As an SEC-registered investment advisor, COX GLOBAL ASSOCIATES INC is held to the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. However, it’s essential to understand that no financial advisor can guarantee investment success, and there are risks involved in any investment strategy.
It’s also worth noting that COX GLOBAL ASSOCIATES INC has a clean record with financial advisor disclosures, meaning there have been no disciplinary actions or regulatory sanctions against the company or