How does the advisor help clients – Key Takeaways:
- Family Management Corporation provides personalized financial advice based on each client’s individual goals and needs.
- Their team of expert advisors utilizes a variety of strategies and financial tools to help clients achieve their financial objectives.
- They have a strong focus on building long-term relationships with their clients, providing ongoing support and guidance as needed.
Facts and Insights
Family Management Corporation has been in business for over 20 years and has helped countless clients effectively manage their financial assets. As of 2021, they have over $1 billion in assets under management and a team of 10 experienced financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $1 billion+ | 10 |
Financial Services Offered
Family Management Corporation offers a wide range of financial services to meet the varied needs of their clients. These include, but are not limited to:
- Investment Management: Assisting clients in making strategic investments to achieve long-term financial growth.
- Retirement Planning: Developing personalized retirement plans to ensure a comfortable and secure retirement.
- Estate Planning: Helping clients protect their assets and plan for the transfer of wealth to future generations.
- Tax Planning: Minimizing tax implications and maximizing savings for clients.
- Insurance Planning: Evaluating risks and providing appropriate insurance options to protect clients and their families.
Client Types
Family Management Corporation serves a diverse range of clients, including individuals, families, and small businesses. They have a strong commitment to understanding each client’s unique needs and tailoring their services accordingly.
Fees & Compensation
Family Management Corporation operates on a fee-based compensation model, meaning they charge a percentage of assets under management as their fee. This ensures that they are aligned with their clients’ financial goals and interests.
Background
The team at Family Management Corporation consists of highly qualified and experienced financial advisors who are passionate about helping their clients achieve financial success. They stay up-to-date with the latest industry developments and trends to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest and disclosures when seeking financial advice. Family Management Corporation strongly believes in transparency and maintains clear and open communication with their clients. They provide all necessary disclosures upfront so clients can make informed decisions about their finances.
In conclusion, Family Management Corporation stands out as a top financial management firm due to their commitment to personalized and comprehensive financial planning services. Their experienced team, diverse range of offerings, and transparent approach make them a trusted and highly sought-after advisor for responsible financial management.