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How does the advisor help clients – Key Takeaways:
HUSAMI & ASSOCIATES is a leading financial firm with a team of experts who are dedicated to helping clients achieve their financial goals. Their services include investment planning, retirement planning, tax planning, and more. With years of experience and a proven track record, HUSAMI & ASSOCIATES is a trusted partner for individuals and businesses alike.
Facts and Insights
The following table provides publicly available information on HUSAMI & ASSOCIATES’ assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | Over 20 years |
Financial Services Offered
HUSAMI & ASSOCIATES offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Client Types
HUSAMI & ASSOCIATES serves both individuals and businesses, providing tailored financial solutions for their unique needs. Their clients include:
- High-net-worth individuals
- Retirees
- Small business owners
- Corporations
Fees & Compensation
HUSAMI & ASSOCIATES is a fee-only firm, which means they do not earn commissions on any investment products or services. Instead, they charge a percentage of assets under management or a flat fee for their services. They believe that this fee structure aligns their interests with those of their clients, providing unbiased and objective financial advice.
Background
HUSAMI & ASSOCIATES was founded over 20 years ago by John Husami, a certified financial planner with a passion for helping people achieve financial success. Over the years, the firm has grown to include a team of experienced advisors and has earned a reputation for excellence and trustworthiness.
Financial Advisor Disclosures to Know
As a fiduciary, HUSAMI & ASSOCIATES is legally bound to act in the best interests of their clients at all times. They have no conflicts of interest and fully disclose any potential conflicts to their clients. Additionally, all advisors at HUSAMI & ASSOCIATES are registered with the Securities and Exchange Commission (SEC), ensuring that they adhere to strict regulations and ethical standards.