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How does the advisor help clients – Key Takeaways:
Grogan Advisory Services, LLC is a financial advisory firm that specializes in helping individuals and businesses reach their financial goals. With a team of experienced financial experts, Grogan Advisory Services, LLC provides personalized and customized solutions to meet the unique needs of each client.
Some key takeaways of how Grogan Advisory Services, LLC helps their clients include:
- Creating tailored financial plans based on individual needs and goals.
- Offering a wide range of financial services to meet different financial needs.
- Providing ongoing support and guidance to help clients stay on track and adjust their plans as needed.
- Using a holistic approach that takes into account all aspects of a client’s financial situation.
- A commitment to transparency and client education to help clients make informed financial decisions.
Facts and Insights
Founded in 2005, Grogan Advisory Services, LLC has been in operation for over 15 years. In that time, the firm has amassed a wealth of knowledge and experience in the financial industry. The company is registered as an investment advisor with the Securities and Exchange Commission (SEC) and operates out of its headquarters in New York City.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 10 |
Financial Services Offered
Grogan Advisory Services, LLC offers a comprehensive range of financial services to meet the needs of their clients. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Grogan Advisory Services, LLC works with a diverse range of clients, including individuals, families, and businesses. The firm welcomes clients from all income levels and financial backgrounds, recognizing that each client has unique needs and goals.
Fees & Compensation
Grogan Advisory Services, LLC uses a fee-only model for compensation, which means that they do not receive commissions for selling financial products. Instead, clients pay a fee based on the assets under management or a fixed/ hourly fee for specific services. This model ensures that the firm’s interests are aligned with those of their clients, as they do not have any incentive to recommend products that may not be in the client’s best interest.
Background
Grogan Advisory Services, LLC was founded by John Grogan, a renowned financial expert with over 25 years of experience in the industry. With a team of skilled financial advisors and support staff, the firm is committed to providing top-quality financial services and personalized attention to each client.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, Grogan Advisory Services, LLC is required to make certain disclosures to their clients. These disclosures include any conflicts of interest, the firm’s fee structure, and any disciplinary actions or legal proceedings against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website or upon request from Grogan Advisory Services, LLC.