How does the advisor help clients – Key Takeaways:
DEEM ASSET MANAGEMENT is a team of financial experts who provide a comprehensive range of financial services to help clients achieve their financial goals. They offer personalized solutions and advice based on the client’s individual needs, risk tolerance, and financial objectives.
Facts and Insights
DEEM ASSET MANAGEMENT has been in the financial services industry for 15 years, with a team of 10 dedicated advisors. They have built a reputation for providing excellent financial guidance and support to their clients, resulting in a loyal and satisfied client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 10 |
Financial Services Offered
DEEM ASSET MANAGEMENT offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Savings
Client Types
DEEM ASSET MANAGEMENT works with a variety of clients, including individuals, families, small businesses, and high net-worth individuals. They provide customized financial solutions based on the unique needs and goals of each client.
Fees & Compensation
DEEM ASSET MANAGEMENT is a fee-only advisor, which means they do not earn commissions from selling products or receiving kickbacks from other financial institutions. They are transparent about their fees and provide a clear breakdown of the charges for their services, ensuring their clients understand what they are paying for.
Background
The DEEM ASSET MANAGEMENT team is led by experienced and knowledgeable financial experts who have a deep understanding of the industry. Their advisors hold various professional certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA), demonstrating their expertise and commitment to providing high-quality financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, DEEM ASSET MANAGEMENT is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest or disciplinary actions to their clients. Clients can access this information through the SEC’s Investment Advisor Public Disclosure (IAPD) website or by requesting a copy directly from DEEM ASSET MANAGEMENT.