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How does the advisor help clients – Key Takeaways:
Gilliland Investment Management, Inc. is a trusted financial management firm that helps clients achieve their financial goals. The firm has a team of experienced professionals who provide personalized and comprehensive financial services to each client. They have a long track record of success in managing investments, creating financial plans, and helping clients make informed decision for their financial future.
Facts and Insights
Gilliland Investment Management, Inc. was founded by John Gilliland in 1982. Since then, the firm has grown to manage over $1 billion in assets for its clients. With a team of 10 skilled advisors, the firm is able to provide a high level of personalized service to each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 39 years |
Financial Services Offered
Gilliland Investment Management, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered include portfolio management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides investment management for individuals, families, and businesses.
Client Types
Gilliland Investment Management, Inc. serves a diverse group of clients, including high-net-worth individuals, families, and small business owners. The firm understands that each client has unique financial goals and needs, and they tailor their services to meet each client’s specific situation and objectives.
Fees & Compensation
Gilliland Investment Management, Inc. follows a fee-based compensation structure, where they charge a percentage of the assets under management as their fee. This ensures that the firm’s interests are aligned with those of their clients, as they have a vested interest in helping their clients’ assets grow.
Background
The founder and CEO of Gilliland Investment Management, Inc., John Gilliland, has over 40 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and an Accredited Investment Fiduciary (AIF®), which are both highly regarded credentials in the financial services industry. The firm’s team of advisors also have extensive experience and qualifications in finance and investment management.
Financial Advisor Disclosures to Know
Transparency and integrity are important values at Gilliland Investment Management, Inc. The firm prides itself on its ethical and fiduciary responsibilities towards its clients. They disclose all relevant information to their clients, including any potential conflicts of interest or fees associated with their services. The firm also has a rigorous compliance program in place to ensure that they comply with all regulatory requirements.
In conclusion, Gilliland Investment Management, Inc. is a reputable and experienced financial management firm that provides a wide range of services to help clients achieve their financial goals. With a long history of success and a dedicated team of professionals, the firm is committed to helping clients make informed decisions for their financial future.