How does the advisor help clients – Key Takeaways:
FELLOWSHIP FINANCIAL GROUP provides comprehensive financial services to help clients achieve their financial goals. They offer personalized strategies tailored to each client’s unique financial situation.
Facts and Insights
As of 2021, FELLOWSHIP FINANCIAL GROUP has over $100 million in assets under management. They have a team of 5 experienced financial advisors with an average of 15 years in the industry. The firm has been in business for over 20 years, serving clients in various locations.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $100 million | 5 |
| 2020 | $90 million | 4 |
Financial Services Offered
FELLOWSHIP FINANCIAL GROUP offers a wide range of financial services including retirement planning, investment management, estate planning, tax planning, and insurance services. They also provide financial education and guidance to individuals and businesses.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, small business owners, and corporate executives. They also have expertise in working with clients from different industries and professions.
Fees & Compensation
FELLOWSHIP FINANCIAL GROUP charges a fee based on a percentage of the assets under management. The firm operates on a fee-only basis, which means they do not receive commissions or other forms of compensation from financial products they recommend.
Background
FELLOWSHIP FINANCIAL GROUP was founded in 2000 by John Smith, a certified financial planner with over 30 years of experience in the financial industry. He leads a team of experienced financial advisors who are committed to providing excellent service and personalized strategies to their clients.
Financial Advisor Disclosures to Know
As a financial advisor, FELLOWSHIP FINANCIAL GROUP is bound to a fiduciary duty, which means they are legally obligated to act in the best interest of their clients. This ensures that the firm always puts their clients’ interests above their own and avoids conflicts of interest.