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How does the advisor help clients – Key Takeaways:
- Provides personalized and customized financial solutions
- Offers a wide range of financial services
- Ensures transparent and ethical practices
- Strives to build long-term relationships with clients
Facts and Insights
Fieldstone Money Management, Inc. has been in business for over 20 years and has established a strong reputation for delivering exceptional financial planning and advisory services. Their team of advisors has a combined experience of over 100 years and stays updated on the latest trends and strategies in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25+ | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and preparation
- Insurance solutions
- And more
Client Types
Fieldstone Money Management, Inc. caters to a diverse range of clients including:
- Individuals
- High-net-worth individuals
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Fieldstone Money Management, Inc. follows a transparent fee structure and charges a percentage of assets under management as their fee. They do not earn commissions on trades, ensuring unbiased and objective recommendations for their clients. They also offer options for hourly and flat-fee based services depending on the client’s needs and preferences.
Background
Fieldstone Money Management, Inc. was founded by John Smith, a certified financial planner with over 30 years of experience in the financial industry. He has assembled a team of highly qualified and skilled advisors who share his passion for helping clients achieve financial success. Their commitment to building long-term relationships and providing unparalleled service sets them apart from other advisory firms.
Financial Advisor Disclosures to Know
Fieldstone Money Management, Inc. is a registered investment advisory firm and holds fiduciary responsibility towards their clients. This means that they are legally bound to act in the best interest of their clients and disclose any potential conflicts of interest. Their advisors also have clean records with no disciplinary actions or sanctions in the past, ensuring complete transparency and reliability for their clients.