How does the advisor help clients – Key Takeaways:
EAM Global Investors LLC is a highly reputable financial firm that offers expert services to clients looking to achieve their financial goals. With a team of experienced professionals and a wide range of financial services, EAM Global Investors LLC is dedicated to helping clients make sound investment decisions and achieve financial success.
- Expert financial advice and guidance
- Assistance in creating personalized investment plans
- Access to a wide range of financial products
- Continuous monitoring and management of investments
Facts and Insights:
EAM Global Investors LLC was founded in 2005 by a team of financial experts with a combined experience of over 50 years in the industry. The firm is committed to providing top-notch financial services to clients and has established a strong reputation in the market for its expertise and success in managing clients’ assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 14 years |
Financial Services Offered:
- Investment management
- Financial planning
- Tax planning
- Estate planning
- Retirement planning
- Insurance products
Client Types:
EAM Global Investors LLC caters to a diverse range of clients including individuals, families, small businesses, and corporate entities. The firm understands that each client has unique financial goals and offers personalized services to meet their specific needs.
Fees & Compensation:
EAM Global Investors LLC operates on a fee-based compensation structure, meaning that the firm’s revenue is derived from a percentage of the assets under management. This ensures that the firm’s interests are aligned with those of the clients, as the more their assets grow, the more the firm earns.
Background:
EAM Global Investors LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm adheres to strict regulatory guidelines and has a fiduciary duty to act in the best interests of its clients at all times.
Financial Advisor Disclosures to Know:
Clients of EAM Global Investors LLC should be aware of the following disclosures:
- The firm has no disclosures of legal or regulatory events
- The firm does not have any disciplinary actions against them
- The firm’s advisors may have relationships with outside entities that could create conflicts of interest