How does the advisor help clients – Key Takeaways:
IAM ADVISORY LLC is a leading financial advisory firm offering a wide range of services to help clients achieve their financial goals and secure their financial future. With years of experience and expertise in the field, the firm has become a trusted partner for individuals and businesses seeking financial advice and planning.
Facts and Insights
Founded in 2005, IAM ADVISORY LLC has been in the financial advisory business for over a decade. The firm has helped numerous clients navigate through various financial challenges and achieve their financial objectives. Their team of experienced advisors provides personalized and comprehensive financial planning solutions tailored to each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 15 years |
The table above showcases the impressive growth and success of IAM ADVISORY LLC over the years. With over $500 million in assets under management and a team of more than 20 advisors, the firm has established itself as a leading player in the financial advisory industry.
Financial Services Offered
IAM ADVISORY LLC offers a comprehensive range of financial services to help clients achieve their financial goals. From investment management and retirement planning to tax planning and estate planning, the firm provides a holistic approach to financial planning. They also offer specialized services for business owners, including business succession planning and risk management.
Client Types
The firm serves a diverse client base, including high net worth individuals, families, and businesses. They also cater to professionals, such as doctors, lawyers, and executives, who have unique financial planning needs. IAM ADVISORY LLC believes in building long-term relationships with their clients and helping them navigate through different stages of their financial journey.
Fees & Compensation
IAM ADVISORY LLC operates as a fee-only advisory firm, which means they do not earn commissions or sell any financial products. The firm’s fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. This fee structure provides transparency and eliminates any conflicts of interest, making them a trusted and reliable partner for financial advice.
Background
IAM ADVISORY LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm operates under a fiduciary duty, which means they are legally obligated to act in their clients’ best interests. This commitment to ethical and responsible practices has earned the firm a reputation for trust and reliability among their clients.
Financial Advisor Disclosures to Know
It is essential to be aware of any disclosures when working with a financial advisor. IAM ADVISORY LLC has a clean record with no disciplinary actions or legal proceedings against them. This demonstrates their commitment to upholding high standards of professionalism and integrity in their services.