How does the advisor help clients – Key Takeaways:
Footwork Management, LLC provides expert financial guidance to clients in a variety of areas. With a focus on personalized service and long-term relationships, they help clients navigate the complex world of finances to reach their individual goals.
Some key takeaways from working with Footwork Management, LLC include:
- Expert financial advice rooted in years of experience
- Customized strategies tailored to individual needs and goals
- Long-term relationships with clients to adapt to changing financial situations
- Comprehensive services to cover all aspects of personal finances
Facts and Insights
Founded in 2005, Footwork Management, LLC has been serving clients for over 15 years. Led by a team of financial experts, they have established a reputation for excellence in the industry.
As of 2021, the firm manages over $500 million in assets and has a team of 10 advisors on staff. This allows them to provide personalized attention to each client while also accessing a wide range of financial resources and strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Footwork Management, LLC offers a comprehensive range of financial services to meet the individual needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Savings Planning
- Wealth Transfer and Protection
Client Types
Footwork Management, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
- High Net Worth Individuals
Fees & Compensation
As a fee-only firm, Footwork Management, LLC operates on a transparent and straightforward compensation structure. This means that they do not earn commissions from recommending specific products or services. Instead, they are directly compensated by their clients through a fee based on a percentage of assets under management.
This structure aligns their interests with those of their clients, as they are motivated to help clients grow their assets rather than sell them products for a commission.
Background
The team at Footwork Management, LLC has a wealth of experience in the financial industry. They adhere to strict ethical standards and prioritize maintaining strong relationships with their clients. This includes ongoing communication and adapting strategies as the needs of clients change over time.
In addition to their financial expertise, the team is also involved in various charities and community organizations. They strive to make a positive impact in their local community and beyond.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of potential conflicts of interest and any disclosures required by regulatory bodies. Footwork Management, LLC is registered with the Securities and Exchange Commission (SEC) and operates under strict compliance guidelines. Additionally, their advisors adhere to the fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times.
Some potential conflicts of interest that clients may want to be aware of include:
- Earning commissions from recommending third-party products
- Receiving referral fees for recommending specific services
- Conflicts of interest with clients’ personal investments or business interests
However, clients can rest assured that Footwork Management, LLC operates with full transparency and always prioritizes their clients’ best interests.