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How does the advisor help clients – Key Takeaways:
FITTS INVESTMENTS provides financial expertise and services to clients seeking to manage their finances and plan for their future. They offer a wide range of financial services and cater to a variety of client types.
Facts and Insights
FITTS INVESTMENTS has been in business for over 20 years, with a team of experienced advisors and assets under management totaling over $1 billion. They are known for their personalized and tailored approach to financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10+ | 20+ years |
Financial Services Offered
FITTS INVESTMENTS offers a range of financial services to help clients reach their financial goals. These services include but are not limited to:
- Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
FITTS INVESTMENTS works with a diverse group of clients, including individuals, families, and businesses. They also serve high net worth individuals and offer specialized services for corporate clients.
Fees & Compensation
FITTS INVESTMENTS charges fees based on a percentage of assets under management, with rates varying depending on the level of service and the size of the client’s portfolio. They do not receive any commissions or compensation from third-party products, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background
FITTS INVESTMENTS was founded by John Fitts, a highly experienced financial advisor with a strong track record of helping clients achieve their financial goals. Their team of advisors is made up of professionals with various backgrounds and specialties, providing comprehensive and well-rounded financial guidance to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, FITTS INVESTMENTS is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean record and have not faced any disciplinary actions or complaints from clients.