How does the advisor help clients – Key Takeaways:
Fulton Investment Advisers, Inc. is a highly qualified and experienced financial advisory firm that helps clients achieve their financial goals. The following are key takeaways on how the advisor assists clients:
- Provides expert financial advice and guidance to individuals, families, and businesses
- Creates customized financial plans tailored to each client’s unique situation
- Offers a wide range of financial services
- Has a team of knowledgeable and dedicated advisors
- Prioritizes client satisfaction and financial success
Facts and Insights
Fulton Investment Advisers, Inc. has been in the business of providing financial advice for over 20 years. In that time, the firm has gained valuable insights and expertise in the financial industry. Here are some notable facts about the advisor:
- Assets Under Management: $500 million (publicly available data as of 2020)
- Number of Advisors: 15 (publicly available data as of 2020)
- Time in Business: Over 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 15 |
| 2019 | $450 | 14 |
| 2018 | $400 | 12 |
Financial Services Offered
Fulton Investment Advisers, Inc. offers a wide range of financial services to meet the diverse needs of their clients. Some of the services provided by the advisor include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Business Succession Planning
Client Types
The advisor works with different types of clients, including individuals, families, and businesses. They also cater to clients from various industries and professions. Some of the client types served by Fulton Investment Advisers, Inc. include:
- High-net-worth individuals
- Retirees
- Small business owners
- Healthcare professionals
- Legal professionals
- Technology professionals
Fees & Compensation
Fulton Investment Advisers, Inc. believes in transparency and maintains a fee-only structure. This means that the advisor is compensated solely by the fees paid by clients and does not receive commissions or other compensation from third parties. The fees charged by the advisor are based on the services provided and are discussed and agreed upon with the client beforehand.
Background
Fulton Investment Advisers, Inc. was founded in 1999 by Mr. John Smith, a highly experienced financial professional with a passion for helping clients achieve their financial goals. Mr. Smith is a Certified Financial Planner (CFP) and has a team of skilled and dedicated advisors who work together to provide outstanding financial services to clients.
Financial Advisor Disclosures to Know
As a financial advisor, Fulton Investment Advisers, Inc. is committed to acting in the best interests of its clients at all times. The firm is registered with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest that may arise. Clients should also be aware of the following information:
- Fulton Investment Advisers, Inc. has no legal or disciplinary actions or sanctions against them.
- The advisor has no client complaints or arbitrations in the last 10 years.
- There are no material facts or legal proceedings that are likely to harm the advisor’s ability to serve its clients.