How does the advisor help clients – Key Takeaways:
FIELDMARK ADVISORS is a reputable financial advisory firm that assists its clients in achieving their financial goals and securing their financial future. With a team of experienced and knowledgeable advisors, FIELDMARK ADVISORS provides personalized and comprehensive financial services to its clients.
Facts and Insights
Here are some essential facts and insights about FIELDMARK ADVISORS:
| Assets Under Management | $3.5 billion |
|---|---|
| Number of Advisors | 50+ |
| Time in Business | Over 20 years |
These numbers demonstrate the firm’s strong financial standing and credibility in the industry.
Financial Services Offered
FIELDMARK ADVISORS offers a wide range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
These services are tailored to the individual needs and goals of each client, ensuring that they receive personalized and effective financial solutions.
Client Types
FIELDMARK ADVISORS serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Corporate executives
- Retirees
- Professionals
The firm’s expertise and experience allow them to cater to the specific needs of each client, regardless of their financial situation.
Fees & Compensation
FIELDMARK ADVISORS charges fees based on a percentage of the assets they manage for their clients. This fee structure aligns the interests of the firm with those of their clients, as they are incentivized to help their clients grow their assets.
In addition, the firm is transparent about its fees and does not charge any hidden or additional fees to their clients.
Background
FIELDMARK ADVISORS was established over 20 years ago by a team of experienced and reputable financial advisors. The firm has since grown and expanded its services, while maintaining its commitment to providing exceptional financial guidance and strategies to its clients.
The firm’s advisors have extensive backgrounds and credentials in the financial industry, making them experts in their field and trusted partners for their clients’ financial well-being.
Financial Advisor Disclosures to Know
As a financial advisor, FIELDMARK ADVISORS is required to disclose any potential conflicts of interest to their clients. These may include receiving commissions or third-party payments, owning investments in the funds they recommend, or having a personal or business relationship with a recommended fund or firm.
The firm also has a fiduciary duty to act in the best interest of their clients and must disclose any potential risks or drawbacks in their recommended strategies or investments.