How does the advisor help clients – Key Takeaways:
DOBBINS WEALTH MANAGEMENT, PLLC provides expert financial guidance and wealth management services to clients from all walks of life. With years of experience and a team of knowledgeable advisors, they assist their clients in achieving their financial goals and securing their future.
Facts and Insights
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Assets Under Management: As of 2021, DOBBINS WEALTH MANAGEMENT, PLLC has a total of $500 million in assets under management.
Number of Advisors: The firm has a dedicated team of 10 advisors who have a deep understanding of the financial industry and a passion for helping clients.
Time in Business: DOBBINS WEALTH MANAGEMENT, PLLC was founded in 2005 and has since then been providing top-notch financial services to its clients.
Financial Services Offered
DOBBINS WEALTH MANAGEMENT, PLLC offers a full range of financial services to cater to the diverse needs of its clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
DOBBINS WEALTH MANAGEMENT, PLLC serves a wide range of clients, including individuals, families, and small businesses. Their team of advisors works closely with each client to understand their unique needs and develop a personalized financial plan to achieve their goals.
Fees & Compensation
DOBBINS WEALTH MANAGEMENT, PLLC charges its clients a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients, as the more their clients’ assets grow, the more they earn. They also offer a fee-only model, meaning they do not receive commissions from product sales, ensuring that their advice is always unbiased and in the best interests of their clients.
Background
DOBBINS WEALTH MANAGEMENT, PLLC was founded by John Dobbins, a financial expert with over 20 years of experience in the industry. Under his leadership, the firm has grown to become one of the most trusted and reputable wealth management firms in the country.
Financial Advisor Disclosures to Know
As a financial expert, DOBBINS WEALTH MANAGEMENT, PLLC adheres to strict professional standards and regulations. Some key disclosures to know before working with them include:
- The firm has a fiduciary duty to act in the best interests of their clients at all times.
- They have no legal or disciplinary actions against them.
- They have a clean record of compliance with industry regulations.
In conclusion, DOBBINS WEALTH MANAGEMENT, PLLC is a reputable and reliable financial advisory firm that is dedicated to helping clients achieve their financial goals. With their expert advice and personalized approach, their clients can rest assured that their financial future is in good hands.