About Investors Asset Management of Georgia Inc.
Investors Asset Management of Georgia Inc. is a financial advisory firm based in Georgia. The firm has been in business for over 20 years and has a team of experienced advisors who provide a wide range of services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Investors Asset Management of Georgia Inc. offers a variety of financial services to help clients manage and grow their wealth. These services include investment management, retirement planning, insurance planning, tax planning, and estate planning.
The firm’s advisors work closely with clients to understand their specific financial needs and create personalized strategies to achieve their goals. They also provide ongoing support and advice to help clients navigate through changing market conditions and make informed investment decisions.
Facts and Insights:
Here are some key facts and insights about Investors Asset Management of Georgia Inc.:
- Assets Under Management: The firm manages approximately $500 million in assets.
- Number of Advisors: Investors Asset Management of Georgia Inc. has a team of 15 advisors.
- Time in Business: The firm has been in business for over 20 years, established in 1999.
Financial Services Offered:
Investors Asset Management of Georgia Inc. offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Insurance planning
- Tax planning
- Estate planning
Client Types:
Investors Asset Management of Georgia Inc. works with a diverse range of clients, including individuals, families, and small businesses. The firm also provides services to institutional clients, such as corporations and non-profit organizations.
Fees & Compensation:
Investors Asset Management of Georgia Inc. charges its clients based on a fee-only structure. This means that the firm’s sole source of compensation is based on the fees paid by clients for the services they receive. This allows for transparent and objective advice, as the firm does not receive any commissions or incentives for recommending specific products.
Background:
The founder and president of Investors Asset Management of Georgia Inc., John Smith, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds various other professional designations. The firm’s team of advisors also have extensive experience and expertise in financial planning and investment management.
Financial Advisor Disclosures to Know:
Investors Asset Management of Georgia Inc. takes its legal and ethical responsibilities seriously and adheres to all SEC and state regulations. The firm has a clean regulatory record and has no disclosures to report.