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How does the advisor help clients – Key Takeaways:
Ferguson, Andrews Investment Advisers, Inc. offers a wide range of financial services and expertise to its clients. By providing personalized and comprehensive advice, the firm helps clients achieve their financial goals and protect their assets.
Facts and Insights
Ferguson, Andrews Investment Advisers, Inc. was founded in 1995 and has been in business for over 25 years. It currently manages over $1 billion in assets and has a team of experienced and knowledgeable advisors to assist clients with their financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1 billion | 10 |
Financial Services Offered
The firm offers a range of financial services, including investment management, retirement planning, education planning, risk management, and estate planning. Their team of advisors works closely with each client to create customized financial plans that align with their unique goals and priorities.
Client Types
The firm serves a diverse range of clients, including individuals, families, small businesses, and corporations. Their clients come from various industries and backgrounds, and the firm is equipped to handle the specific financial needs and goals of each client.
Fees & Compensation
Ferguson, Andrews Investment Advisers, Inc. is a fee-only firm, meaning they do not receive commissions or compensation from any financial products or services recommended to clients. Their fees are based on a percentage of assets under management, ensuring that their success is directly aligned with the success of their clients’ investments.
Background
The firm is led by a team of experienced and highly qualified advisors, who have a combined experience of over 50 years in the financial industry. They are dedicated to providing clients with expert advice and exceptional service, following the fiduciary standard where they must always act in the best interest of their clients.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to understand any potential disclosures or conflicts of interest that may arise. Ferguson, Andrews Investment Advisers, Inc. maintains transparency and open communication with clients, ensuring that all pertinent information is disclosed and addressed in a timely and professional manner.