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How does the advisor help clients – Key Takeaways:
I AM, INC. is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services. With a team of experienced and knowledgeable advisors, clients can expect personalized and tailored solutions to help them achieve their financial goals.
Facts and Insights
As a leading financial advisor, I AM, INC. has a track record of success in helping clients grow and protect their wealth. Here are some key facts and insights about the firm:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
I AM, INC. offers a wide range of financial services to its clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance and risk management
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. I AM, INC. understands that each client has unique financial needs and goals, and therefore, offers customized solutions to cater to their specific needs.
Fees & Compensation
I AM, INC. operates on a fee-only basis, meaning that the firm is compensated solely by its clients and does not receive any commissions or incentives from third-party sources. This ensures that the firm’s advice is always unbiased and in the best interest of the clients.
Background
The team at I AM, INC. is comprised of experienced and highly qualified financial advisors who are dedicated to helping clients achieve financial success. The firm adheres to a client-centric approach and prioritizes building long-term relationships with its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, I AM, INC. is legally bound to disclose any potential conflicts of interest or material facts that may affect its relationship with clients. These disclosures can be found on the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.