When it comes to managing your finances, it’s important to have a trusted and knowledgeable advisor by your side. EDGEMOOR INVESTMENT ADVISORS, INC. is a leading firm in the financial services industry, providing expert guidance and solutions for their clients’ wealth management needs. With a team of experienced advisors and a wide range of services, EDGEMOOR INVESTMENT ADVISORS, INC. is dedicated to helping clients achieve their financial goals.
H2: How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment management services
– Offers a diverse selection of investment strategies and options
– Utilizes innovative and cutting-edge technology to better serve clients
– Committed to building long-term relationships with clients and their families
H2: Facts and Insights
Since its establishment in 2005, EDGEMOOR INVESTMENT ADVISORS, INC. has grown to become a respected and reputable firm in the financial services industry. With over 15 years of experience, the firm has gained valuable insights and knowledge in effectively managing clients’ wealth and achieving their financial objectives.
H2: Assets Under Management, Number of Advisors and Time in Business:
According to publicly available data, as of 2019, EDGEMOOR INVESTMENT ADVISORS, INC. has $1.1 billion in assets under management, with a team of 8 advisors serving a diverse clientele. The firm has been in business for 15 years, providing consistent and reliable services to their clients.
H2: Financial Services Offered
EDGEMOOR INVESTMENT ADVISORS, INC. offers a wide range of financial services, including investment management, financial planning, retirement planning, education planning, and estate planning. The firm’s team of seasoned advisors works closely with clients to develop customized financial strategies that align with their unique needs and goals.
H2: Client Types
The firm’s clients include high-net-worth individuals, families, and institutions seeking professional and comprehensive wealth management services. The team at EDGEMOOR INVESTMENT ADVISORS, INC. understands that every client’s financial situation is unique, and they tailor their services to meet their specific needs.
H2: Fees & Compensation
The firm charges a percentage of assets under management as its fee, with rates varying based on the level of assets. As an independent registered investment advisor, EDGEMOOR INVESTMENT ADVISORS, INC. has no conflicts of interest and only works for their clients’ best interests. They are committed to providing transparent and cost-effective solutions to their clients.
H2: Background
EDGEMOOR INVESTMENT ADVISORS, INC. was founded by a team of seasoned and experienced financial advisors with a shared passion for helping clients achieve their financial goals. The firm is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulations and standards set by federal and state laws.
H2: Financial Advisor Disclosures to Know
As an SEC-registered firm, EDGEMOOR INVESTMENT ADVISORS, INC. is required to disclose any potential conflicts of interest that may arise. These disclosures are available on the firm’s Form ADV, which is publicly available on the SEC website. Clients of the firm can also request a copy of the form from their advisor.
In conclusion, EDGEMOOR INVESTMENT ADVISORS, INC. is a leading financial services firm that puts its clients’ financial well-being at the forefront. With a team of expert advisors and a wide range of services, the firm is dedicated to helping clients achieve their financial goals with confidence and peace of mind.