How does the advisor help clients – Key Takeaways:
- Offer financial expertise and guidance to clients.
- Create personalized financial plans to help clients achieve their goals.
- Assist with wealth management, retirement planning, and investment strategies.
Facts and Insights
FLEMING & ASSOCIATES, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With years of experience in the industry, they have gained valuable insights and expertise in the field of finance, making them a trusted partner for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 20 years |
Financial Services Offered
- Wealth management
- Retirement planning
- Investment strategies
- Estate planning
- Tax planning
- Insurance planning
Client Types
FLEMING & ASSOCIATES, LLC works with a diverse range of clients, including individuals, families, small business owners, and corporations. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
Their fees and compensation structure is transparent and based on a percentage of assets under management. This ensures that their interests align with their clients’ and that they are fully invested in helping them achieve their financial goals.
Background
FLEMING & ASSOCIATES, LLC was founded by John Fleming, a highly experienced financial advisor with over 30 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who are committed to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
FLEMING & ASSOCIATES, LLC is a registered investment advisor, regulated by the Securities and Exchange Commission. They also have a fiduciary duty to act in their clients’ best interests at all times. This means they are legally obligated to provide unbiased and objective advice that serves their clients’ needs and interests.