How does the advisor help clients – Key Takeaways:
FULLINGTON & ASSOCIATES, LLC is a highly reputable financial firm that focuses on providing expert advice to its clients. With years of experience and a team of skilled and knowledgeable advisors, the firm is dedicated to helping its clients achieve their financial goals.
Here are some key takeaways that highlight how the firm helps its clients:
- Personalized approach: FULLINGTON & ASSOCIATES, LLC understands that each client has unique financial needs and goals. Therefore, the firm takes a personalized approach to financial planning and investment management.
- Comprehensive services: The firm offers a wide range of financial services, including retirement planning, investment management, estate planning, insurance planning, and tax planning.
- Expert guidance: With a team of experienced and knowledgeable advisors, FULLINGTON & ASSOCIATES, LLC provides expert guidance to its clients. The advisors stay up-to-date with the latest trends and market conditions to offer the best advice.
- Long-term focus: The firm believes in creating long-term relationships with its clients. It focuses on helping clients not just in the present, but also in the future as their financial needs and goals change.
Facts and Insights
FULLINGTON & ASSOCIATES, LLC was founded in 1998 and has been in business for over 20 years. The firm currently has over $500 million in assets under management and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1998 | $500 million | 10 |
The table above provides a snapshot of the firm’s assets under management, number of advisors and time in business. These figures showcase the firm’s stability and success in the financial industry.
Financial Services Offered
FULLINGTON & ASSOCIATES, LLC is a full-service financial firm that offers a wide range of services to its clients. These services include:
- Retirement planning: The firm helps clients create a tailored retirement plan that considers their financial goals and needs.
- Investment management: The firm creates and manages personalized investment portfolios to help clients grow their wealth.
- Estate planning: FULLINGTON & ASSOCIATES, LLC assists clients in creating a comprehensive estate plan to ensure their assets are protected and distributed according to their wishes.
- Insurance planning: The firm assesses clients’ insurance needs and helps them find the right policies to protect their assets and loved ones.
- Tax planning: FULLINGTON & ASSOCIATES, LLC works with clients to develop effective tax strategies that minimize their tax liability.
Client Types
The firm serves a diverse range of clients, including individuals, families, and small businesses. It works with clients at various stages of life, from young professionals to retirees.
The firm’s personalized approach and comprehensive services make it an ideal choice for all types of clients looking for expert financial advice.
Fees & Compensation
FULLINGTON & ASSOCIATES, LLC charges a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with those of its clients, as the firm only profits when the client’s assets grow.
The firm is transparent about its fees and also offers a free consultation for prospective clients to discuss their financial needs and goals.
Background
FULLINGTON & ASSOCIATES, LLC was founded by John Fullington, a highly experienced and respected financial advisor. He has dedicated over 30 years of his career to providing expert financial advice to clients.
The firm has grown over the years and now has a team of 10 advisors, all with diverse backgrounds and expertise. Together, they provide clients with comprehensive and personalized financial solutions.
Financial Advisor Disclosures to Know
FULLINGTON & ASSOCIATES, LLC prides itself on maintaining the highest ethical and professional standards in the financial industry. As such, it has no disclosures or disciplinary actions on record.
The firm follows a strict code