Facts and Insights
ISAACS & ASSOCIATES, LLC is a financial advisory firm founded in 2005 by John Isaacs. With over 15 years in the industry, ISAACS & ASSOCIATES, LLC has emerged as a leading firm in providing financial planning solutions to their clients. The firm is located in the heart of the financial district, making it easily accessible for clients to avail their services.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning services to help clients achieve their financial goals and objectives.
- Utilizes a personalized approach to create a financial plan tailored to each client’s unique needs and circumstances.
- Provide ongoing support and guidance to help clients stay on track and make necessary adjustments to their financial plan.
- Utilizes cutting-edge technology and tools to provide clients with an efficient and transparent financial planning experience.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With $500 million in assets under management and a team of 10 experienced advisors, ISAACS & ASSOCIATES, LLC has a strong foothold in the financial advisory industry. They have been in business for 15 years and have gained a reputation for providing high-quality financial planning services to their clients.
Financial Services Offered
ISAACS & ASSOCIATES, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also offer specialized services such as college planning, insurance analysis, and stock option planning.
Client Types
ISAACS & ASSOCIATES, LLC caters to a diverse range of clients, including high-net-worth individuals, families, and small business owners. They also work with corporate clients and non-profit organizations, providing them with customized financial planning solutions to meet their specific needs.
Fees & Compensation
ISAACS & ASSOCIATES, LLC follows a fee-based compensation structure, which means they charge a percentage of the assets under management as their fee. They believe in complete transparency and disclose all fees and charges to their clients upfront. This ensures that there are no hidden costs or surprises for their clients.
Background
John Isaacs, the founder of ISAACS & ASSOCIATES, LLC, has over 25 years of experience in the financial services industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). He leads a team of highly qualified and experienced advisors who are dedicated to providing top-notch financial planning services to their clients.
Financial Advisor Disclosures to Know
ISAACS & ASSOCIATES, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they are legally bound to act in the best interests of their clients and disclose any conflicts of interest that may arise. They have a fiduciary duty to always put their clients’ needs and interests first, ensuring that they receive honest and unbiased financial advice.
It is important for clients to know and understand their financial advisor’s disclosures so they can make informed decisions when choosing a firm to manage their investments.