tagThe financial world can be complex and difficult to navigate, which is why it is important to have a knowledgeable and experienced advisor on your side. That’s where Dougherty & Associates, LLC comes in. This reputable firm offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- – Provides expert financial guidance with a professional approach
- – Offers a variety of financial services to help clients reach their goals
- – Works with a diverse range of clients to meet their unique needs
Facts and Insights
Dougherty & Associates, LLC has been in business for over 25 years and has built a strong reputation for their financial expertise and commitment to their clients. The firm is dedicated to providing personalized and comprehensive financial solutions to individuals, families, and businesses.
Their team of advisors boasts over 50 years of collective experience in the financial industry. This level of experience allows them to stay on top of market trends and provide sound financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
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Financial Services Offered
- – Investment Management
- – Retirement Planning
- – Estate Planning
- – Tax Planning
- – Insurance Services
- – Education Planning
Client Types
- – High Net Worth Individuals
- – Families
- – Business Owners
- – Corporate Executives
- – Non-Profit Organizations
Fees & Compensation
Dougherty & Associates, LLC operates on a fee-based structure. This means that their compensation is based on a percentage of the assets under their management, rather than commissions on specific products. This aligns their interests with their clients’ and ensures that they are always acting in their clients’ best interest.
Background
Dougherty & Associates, LLC was founded by financial expert John Dougherty, who has over 30 years of experience in the financial industry. He has assembled a team of talented advisors who share his passion for helping clients achieve their financial goals.
The firm is headquartered in New York City and serves clients nationwide through their team of experienced advisors.
Financial Advisor Disclosures to Know
Dougherty & Associates, LLC is a registered investment advisor and is held to the fiduciary standard. This means that they are legally obligated to act in their clients’ best interest at all times. They do not have any disclosures or disciplinary actions on their record, further solidifying their commitment to their clients’ best interest.