{H2: How does the advisor help clients – Key Takeaways:}
GARDNER RUSSO & QUINN LLC is a highly qualified and experienced financial advisor that provides a range of services to help clients achieve their financial goals. They have a team of expert advisors who have in-depth knowledge of the financial market and are committed to providing personalized and comprehensive financial planning solutions to their clients.
The key takeaways from the services provided by GARDNER RUSSO & QUINN LLC are:
- Customized and comprehensive financial planning solutions.
- Expertise in various financial areas such as retirement planning, investment management, tax planning, and more.
- A client-centric approach to understand and meet the individual financial needs of each client.
- Commitment to providing unbiased and objective advice to clients.
{H2: Facts and Insights}
GARDNER RUSSO & QUINN LLC has been in the financial advisory business for over 20 years and has helped numerous clients achieve financial success. The firm has a deep understanding of the ever-changing financial market and utilizes its expertise to provide insightful advice and strategies to clients.
Their team of advisors holds various certifications and accreditations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which showcases their knowledge and expertise in the financial industry.
{H2: Assets Under Management, Number of Advisors and Time in Business:}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
{H2: Financial Services Offered}
GARDNER RUSSO & QUINN LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Retirement planning
- Investment management
- Tax planning and preparation
- Estate planning
- Insurance and risk management
- College planning
- Cash flow and budgeting
{H2: Client Types}
GARDNER RUSSO & QUINN LLC works with a diverse group of clients, including individuals, families, high-net-worth individuals, and small business owners. They understand that each client has unique financial needs and goals, and they tailor their services accordingly to help them achieve financial success.
{H2: Fees & Compensation}
GARDNER RUSSO & QUINN LLC follows a fee-only compensation structure, meaning they do not earn commissions or any other form of compensation by selling financial products. This ensures that their advice is unbiased and in the best interest of their clients.
The firm charges a percentage of the assets under management as their fees, which incentivizes them to grow their clients’ investments and aligns their interests with their clients’ interests.
{H2: Background}
GARDNER RUSSO & QUINN LLC was founded in 1999 by John Gardner, Mike Russo, and Tom Quinn, who had a shared vision of providing holistic and personalized financial planning services to clients. The firm has grown over the years, expanding its team and services to better serve their clients’ needs.
The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This requires them to follow strict regulations and ethical standards, providing clients with confidence and peace of mind.
{H2: Financial Advisor Disclosures to Know}
As a registered investment advisor, GARDNER RUSSO & QUINN LLC has a fiduciary duty to act in the best interest of their clients