FAULKNER INVESTMENT SERVICES, LLC
Faulkner Investment Services, LLC is a leading financial advisory firm that specializes in providing tailored investment solutions to individuals and businesses. With a team of experienced financial experts, the firm has helped numerous clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Creating personalized investment plans based on clients’ financial goals, risk tolerance, and time horizon.
- Providing ongoing portfolio management to optimize investments and adapt to changing market conditions.
- Offering comprehensive financial planning services, including retirement planning, tax planning, and estate planning.
- Delivering transparent and unbiased advice to clients, always acting in their best interest.
- Building strong relationships with clients to understand their unique needs and provide exceptional service.
Facts and Insights
Faulkner Investment Services, LLC has been in business for over 15 years, establishing a strong reputation in the financial industry. The firm is known for its expertise in investment management and financial planning, helping clients achieve their financial goals and build long-term wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15+ years |
Financial Services Offered
Faulkner Investment Services, LLC offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- College Planning
- Cash Flow Management
Client Types
Faulkner Investment Services, LLC caters to a diverse range of clients, including individuals, families, and businesses. The firm has the expertise to serve clients at different stages of their financial journey and provides personalized solutions to meet their unique needs and goals.
Fees & Compensation
Faulkner Investment Services, LLC believes in transparent and fair fee structures. The firm charges a percentage of AUM for investment management services and a flat fee for financial planning services. The exact fees may vary based on the complexity of a client’s financial situation, but clients can expect clear and upfront communication about all fees and charges.
Background
Faulkner Investment Services, LLC was founded by John Faulkner in 2005 with a vision to help clients achieve their financial goals and build their wealth. John has over 25 years of experience in the financial industry and is a CERTIFIED FINANCIAL PLANNER™ professional. Along with a team of experienced advisors, he leads the firm to deliver high-quality financial solutions and exceptional service to clients.
Financial Advisor Disclosures to Know
Faulkner Investment Services, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a legal obligation to act in the best interest of its clients and follow all regulations and laws set by the SEC. As part of its commitment to transparency, Faulkner Investment Services, LLC discloses all potential conflicts of interest to clients.