How does the advisor help clients – Key Takeaways:
GLOBAL ASSET MANAGEMENT GROUP provides expert financial advice and services to help clients achieve their investment goals. With years of experience and a team of knowledgeable advisors, they offer personalized solutions and investment strategies for individuals, families, and businesses.
Facts and Insights
Founded in 2008, GLOBAL ASSET MANAGEMENT GROUP has been in the financial industry for over a decade. Their team includes a total of 50 experienced and highly skilled advisors, with more than $2 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2008 | $2 billion | 50 |
Financial Services Offered
GLOBAL ASSET MANAGEMENT GROUP offers a wide range of financial services to meet the unique needs of their clients. These services include wealth management, investment planning, retirement planning, tax planning, and estate planning. Their team of advisors works closely with each client to create custom solutions and help them achieve their financial goals.
Client Types
The advisors at GLOBAL ASSET MANAGEMENT GROUP work with a diverse client base, including individuals, families, and small businesses. They understand that each client has different financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation
GLOBAL ASSET MANAGEMENT GROUP is a fee-only advisory firm, which means they do not earn commissions for selling products or securities. Instead, they charge a percentage of the assets under management as their fee, ensuring that their interests are aligned with their clients’ interests. This fee structure promotes transparency and avoids potential conflicts of interest.
Background
The team at GLOBAL ASSET MANAGEMENT GROUP is composed of experienced and educated financial advisors, with various certifications and licenses. They have a deep understanding of the financial markets and are constantly staying updated on industry trends and changes to provide the best advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, GLOBAL ASSET MANAGEMENT GROUP is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record and prioritize transparency in all their client relationships.