How does the advisor help clients – Key Takeaways:
GLAD FINANCIAL SERVICES, INC. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of highly experienced financial experts, GLAD FINANCIAL SERVICES, INC. offers personalized and comprehensive financial planning services to clients of all financial backgrounds.
Facts and Insights
As of 2020, GLAD FINANCIAL SERVICES, INC. manages over $1 billion in assets under management. With a team of 20 dedicated financial advisors, the firm has helped over 500 clients achieve their financial goals. With an average of 15 years of experience in the financial industry, the advisors at GLAD FINANCIAL SERVICES, INC. bring a wealth of knowledge and expertise to their clients.
Additionally, the firm has been in business for over 25 years, building a strong reputation within the financial community. This longevity speaks to the trust and satisfaction of their clients and their commitment to providing top-notch financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | Over 25 years |
Financial Services Offered
The financial services offered by GLAD FINANCIAL SERVICES, INC. are comprehensive and tailored to the individual needs of each client. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Business planning
Client Types
GLAD FINANCIAL SERVICES, INC. works with a diverse range of clients, including individuals, families, and small businesses. The firm does not have a minimum asset requirement, making their services accessible to clients of all financial backgrounds. Their team of financial advisors is well-equipped to handle the unique needs and goals of each client.
Fees & Compensation
GLAD FINANCIAL SERVICES, INC. operates on a fee-only basis, meaning they do not receive commissions or other forms of compensation from financial products they may recommend to clients. The firm charges a percentage of assets under management as their fee, making their interests directly aligned with those of their clients.
Background
Founded in 1995, GLAD FINANCIAL SERVICES, INC. has grown to become a leading financial advisory firm in the industry. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA). This registration requires the firm to adhere to strict fiduciary standards, putting the best interests of their clients first at all times.
Financial Advisor Disclosures to Know
GLAD FINANCIAL SERVICES, INC. prides itself on transparency and ethical practices. As such, they have no disciplinary actions or regulatory sanctions against them. They also have no disclosures of any legal or disciplinary matters that may be material to clients.