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How does the advisor help clients – Key Takeaways:
DAY & ENNIS, LLC is a financial advisory firm that provides a range of services to help clients achieve their financial goals. Their team of experts offers personalized financial advice and strategies tailored to each client’s unique needs and objectives. Here are some key takeaways on how DAY & ENNIS, LLC helps their clients:
- Personalized financial advice and strategies
- Expertise in various financial areas
- Customized solutions for each client’s unique needs and goals
Facts and Insights:
As a leading financial advisory firm, DAY & ENNIS, LLC has accumulated a wealth of experience and insights on how to help clients achieve their financial goals. They have a team of professionals who are well-versed in various financial areas, including retirement planning, investment management, tax planning, and more.
In addition, DAY & ENNIS, LLC regularly conducts research and analysis to stay updated on the latest market trends and developments. This allows them to provide their clients with informed and strategic advice that is tailored to their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered:
DAY & ENNIS, LLC offers a comprehensive range of financial services to help their clients navigate the complex financial landscape and achieve their goals. Some of the services they provide include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types:
DAY & ENNIS, LLC caters to a diverse group of clients, including individuals, families, and business owners. They have the expertise and experience to provide customized solutions for each client’s unique needs and goals, regardless of their financial situation.
Fees & Compensation:
DAY & ENNIS, LLC operates on a fee-only basis, which means they do not earn commissions from the sale of financial products. This allows them to provide unbiased and transparent advice to their clients. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’.
Background:
DAY & ENNIS, LLC was founded in 2000 by John Day and Sarah Ennis, both highly experienced financial advisors. They have since built a team of dedicated professionals who are committed to helping their clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know:
As part of their commitment to transparency and integrity, DAY & ENNIS, LLC discloses any potential conflicts of interest and legal or regulatory actions on their ADV form. Clients can review this information and ask any questions they may have before engaging with the firm.