About DRUMLIN FINANCIAL ADVISORY
DRUMLIN FINANCIAL ADVISORY is a top financial advisory firm with a proven track record of providing expert financial guidance to their clients. With years of experience in the industry, they have established themselves as a reputable and trustworthy source for financial advice.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance
- Years of experience
- Reputable and trustworthy
Facts and Insights
DRUMLIN FINANCIAL ADVISORY offers a wide range of financial services to their clients, including wealth management, retirement planning, estate planning, and more. They pride themselves on staying up-to-date with the latest market trends and providing their clients with the most relevant and valuable insights.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 25 years |
Financial Services Offered
- Wealth management
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Insurance planning
- Education planning
Client Types
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
DRUMLIN FINANCIAL ADVISORY operates on a fee-only basis, meaning they do not receive any commissions for recommending certain products or services. Their fees are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with their clients’ success.
Background
DRUMLIN FINANCIAL ADVISORY was founded by John Smith in 1995 with the goal of providing personalized and objective financial advice to their clients. Since then, they have grown to a team of 15 advisors with over $500 million in assets under management.
Financial Advisor Disclosures to Know
As a registered investment advisor, DRUMLIN FINANCIAL ADVISORY is held to a fiduciary standard, meaning they must always act in the best interest of their clients. They also have a clear code of ethics that outlines their commitment to integrity and transparency in all their interactions with clients.