How does FIRST WILSHIRE SECURITIES MANAGEMENT, INC. help clients – Key Takeaways:
In addition to providing expert financial advice, FIRST WILSHIRE SECURITIES MANAGEMENT, INC. offers a wide range of services and caters to a variety of client types. Their fees and compensation structure are transparent and clients can have confidence in their expertise and customer-centered approach.
Facts and Insights:
FIRST WILSHIRE SECURITIES MANAGEMENT, INC. has been in business for over 25 years and currently manages over $1 billion in assets. With a team of experienced advisors, they have consistently delivered strong returns for their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets under Management | $1 billion |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered:
- Investment Management
- Portfolio Review and Analysis
- Tax Planning
- Retirement Planning
- Estate Planning
- Risk Management
Client Types:
FIRST WILSHIRE SECURITIES MANAGEMENT, INC. works with a diverse group of clients, including individual investors, families, and institutions. They have expertise in handling both personal and corporate finances, and cater to clients with varying levels of risk tolerance.
Fees & Compensation:
The fee structure at FIRST WILSHIRE SECURITIES MANAGEMENT, INC. is based on a percentage of assets under management. This means that their interests are aligned with those of their clients, as they only earn more if the clients’ assets grow. They also offer fee-only financial planning services, meaning they do not receive any commissions or fees from third-party products, ensuring impartial advice.
Background:
FIRST WILSHIRE SECURITIES MANAGEMENT, INC. was founded in 1995 and has been providing personalized financial advice to their clients for over 25 years. Their team of experienced advisors have a deep understanding of the markets and are committed to helping their clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, FIRST WILSHIRE SECURITIES MANAGEMENT, INC. is held to a fiduciary standard. This means they are legally required to act in the best interests of their clients, putting their clients’ needs above their own. They have a clean record with no disciplinary actions or regulatory violations.