How does the advisor help clients – Key Takeaways:
EMERALD ASSET MANAGEMENT, INC. is a highly reputable financial management firm that has been providing expert advice and guidance to clients for over 25 years. With a team of experienced and knowledgeable advisors, they offer a wide range of financial services to help clients achieve their financial goals. The following key takeaways highlight the ways in which EMERALD ASSET MANAGEMENT, INC. helps their clients:
- Provide personalized and customized financial solutions for each client’s unique needs and goals
- Utilize a comprehensive and holistic approach to financial planning, taking into account all aspects of a client’s financial situation
- Offer ongoing support and guidance to help clients stay on track and make adjustments as needed
- Prioritize transparency and communication to ensure clients are fully informed and involved in the decision-making process
Facts and Insights:
EMERALD ASSET MANAGEMENT, INC. has established a strong reputation in the financial management industry over the past 25 years. They have earned the trust of their clients through their commitment to providing expert and reliable advice. The company’s key facts and insights include:
- Founded in 1995
- Over 25 years of experience in the financial management industry
- Team of highly qualified and experienced financial advisors
- Proven track record of helping clients achieve their financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 25 years |
Financial Services Offered:
EMERALD ASSET MANAGEMENT, INC. offers a comprehensive range of financial services to help clients manage and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Asset protection
- Insurance planning
- Educational planning
- Business planning
Client Types:
EMERALD ASSET MANAGEMENT, INC. serves a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services to meet those specific requirements. Their clients include:
- Individuals and families seeking personal financial planning and investment management
- Retirees planning for their financial future
- Business owners looking for business planning and succession planning services
- High-net-worth individuals in need of wealth management services
Fees & Compensation:
EMERALD ASSET MANAGEMENT, INC. operates on a fee-only compensation model, meaning they do not accept commissions or other incentives for recommending specific products or investments. This ensures that their advice is always unbiased and in the best interest of their clients. Their fees may vary depending on the services and level of complexity required by each client, but they are always transparent and clearly communicated upfront.
Background:
The founders of EMERALD ASSET MANAGEMENT, INC. have a combined experience of over 60 years in the financial management industry. They have built a strong and reputable firm that continues to prioritize excellent service and personalized advice for each client. The company is also committed to staying updated on the latest industry trends and developments to provide clients with the most effective and relevant strategies for their financial needs.
Financial Advisor Disclosures to Know:
As a highly reputable financial management firm, EMERALD ASSET MANAGEMENT, INC. adheres to strict compliance regulations and standards. They believe in complete transparency and disclosure, and provide their clients with all the necessary information to make informed decisions. Some important disclosures to note include:
- Registered with the Securities and Exchange Commission (SEC)
- Registered investment advisor (RIA)
- Member of the Financial Industry Regulatory Authority (FINRA)</