..
How does the advisor help clients – Key Takeaways:
FIELDS ASSET MANAGEMENT LLC is a financial firm that provides expert advice and services to its clients. The firm is dedicated to helping clients achieve their financial goals through a personalized and comprehensive approach.
Facts and Insights
Here are some key facts and insights about FIELDS ASSET MANAGEMENT LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
These numbers indicate the firm’s success and experience in managing assets for their clients. With $500 million in assets under management and a team of 10 advisors, FIELDS ASSET MANAGEMENT LLC is well-equipped to handle various types of financial situations.
Financial Services Offered
FIELDS ASSET MANAGEMENT LLC offers a wide range of financial services to their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
The firm’s comprehensive services cover all aspects of a client’s financial life, ensuring that their needs are adequately addressed.
Client Types
FIELDS ASSET MANAGEMENT LLC serves a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Corporate executives
This broad client base highlights the firm’s ability to cater to the unique financial needs of each individual or entity.
Fees & Compensation
At FIELDS ASSET MANAGEMENT LLC, the fees and compensation structure is transparent and fair. The firm charges a percentage of assets under management as their fee, and this fee is determined based on a client’s specific portfolio and needs. This ensures that the firm’s interests are aligned with those of their clients, and there are no hidden fees.
Background
FIELDS ASSET MANAGEMENT LLC was founded 15 years ago by a team of financial experts with a passion for helping individuals and families achieve their financial goals. The firm has since grown to manage $500 million in assets and has become a trusted and reputable name in the financial services industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIELDS ASSET MANAGEMENT LLC is legally required to disclose any potential conflicts of interest or disciplinary history. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).