After working in the financial industry for over 20 years, DRAKE & ASSOCIATES, LLC has established itself as a trusted financial expert in the field. The firm has built a strong reputation for providing top-tier financial services to both individuals and businesses. Through their personalized approach and extensive knowledge, DRAKE & ASSOCIATES, LLC helps clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice
- Offers a wide range of financial services
- Has a deep understanding of the market and industry trends
- Works closely with clients to create a customized financial plan
- Regularly monitors and adjusts the plan to ensure it remains relevant and effective
- Empowers clients to make informed financial decisions
Facts and Insights
DRAKE & ASSOCIATES, LLC has been in business for over 20 years and has a team of experienced financial advisors who are dedicated to providing exceptional service to their clients. The firm stays up-to-date on the latest market trends and economic insights to provide informed and strategic advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 20 years |
Financial Services Offered
- Investment planning
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- College planning
- Debt management
- Charitable giving
Client Types
DRAKE & ASSOCIATES, LLC works with a diverse range of clients, including individuals, families, small businesses, and corporate clients. The firm tailors their services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
DRAKE & ASSOCIATES, LLC operates on a fee-based compensation model, meaning they charge a percentage of the assets they manage for their clients. This ensures that their interests are aligned with those of their clients and the firm only profits when their clients do.
Background
DRAKE & ASSOCIATES, LLC was founded by John Drake in 1998. John has over 30 years of experience in the financial industry, including working for large financial institutions and running his own successful advisory firm. He and his team at DRAKE & ASSOCIATES, LLC have a deep understanding of the market and a passion for helping clients achieve financial success.
Financial Advisor Disclosures to Know
DRAKE & ASSOCIATES, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients, always putting their clients’ needs above their own. Additionally, they have no disclosures or disciplinary actions on their record, reflecting their commitment to ethical and responsible financial advising.