About J.M. FORBES & CO. LLP
J.M. FORBES & CO. LLP is a leading financial services firm committed to helping clients achieve their financial goals. The firm has a team of experienced professionals who provide personalized financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions
- Experienced team of financial professionals
- Committed to helping clients achieve their financial goals
Facts and Insights
Founded in 1985, J.M. FORBES & CO. LLP has over 35 years of experience in the financial industry. With a team of over 100 advisors, the firm has helped numerous clients navigate through various market conditions and achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 100+ | 35 years |
Financial Services Offered
J.M. FORBES & CO. LLP offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance services
- Wealth transfer strategies
Client Types
J.M. FORBES & CO. LLP serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
The firm offers a fee-based compensation structure, which means that their advisors are compensated based on a percentage of the assets under management. This aligns their interests with those of their clients, as the firm’s success is directly tied to the success of their clients’ investments.
Background
J.M. FORBES & CO. LLP was founded by John M. Forbes, an experienced financial advisor with a passion for helping clients achieve their financial goals. Under his leadership, the firm has grown to become one of the most respected and trusted names in the financial services industry.
Financial Advisor Disclosures to Know
J.M. FORBES & CO. LLP is a registered investment advisor and is subject to certain regulatory requirements. It is important for clients to understand these disclosures, which include the firm’s code of ethics, conflicts of interest, and the fees and compensation structure.