How does the advisor help clients – Key Takeaways:
Greenwood Gearhart Inc. is a financial advisory firm that provides expert guidance and services to their clients. They have been in business for over 20 years and have a team of experienced advisors who are dedicated to helping their clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about Greenwood Gearhart Inc.:
- Assets Under Management: The firm manages over $500 million in assets for their clients.
- Number of Advisors: Greenwood Gearhart Inc. has a team of 10 advisors who have a combined experience of over 100 years in the financial industry.
- Time in Business: The firm has been in business for over 20 years, providing stable and reliable financial advice to their clients.
Financial Services Offered
Greenwood Gearhart Inc. offers a wide range of financial services to their clients, including:
- Investment Management
- Wealth Planning and Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
The firm caters to a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
Fees & Compensation
Greenwood Gearhart Inc. follows a fee-based structure, meaning their fees are based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients’ goals, as they only earn more if their clients’ investments grow.
Background
Greenwood Gearhart Inc. was founded in 2000 by financial expert John Greenwood and Bob Gearhart. The firm has grown and evolved over the years, but the core values of providing personalized and trustworthy financial advice to their clients remain unchanged.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest with their financial advisor. At Greenwood Gearhart Inc., the firm abides by the following disclosures:
- The firm may earn commissions from certain products or services recommended to clients.
- Some of the firm’s advisors may have relationships with outside companies, potentially leading to conflicts of interest.
- The firm may receive compensation from third-party providers for certain services.
Overall, Greenwood Gearhart Inc. is committed to providing transparent and ethical financial services to their clients, helping them achieve their long-term financial goals.