How does the advisor help clients – Key Takeaways:
JA Investment Management, LLC provides financial expertise to clients in order to help them achieve their financial goals. They offer a variety of services and cater to different types of clients, all while being transparent about their fees and compensation. Clients who work with JA Investment Management, LLC can trust that their financial well-being is in good hands.
Facts and Insights
Below are some key facts and insights about JA Investment Management, LLC:
- Founded in 2010, JA Investment Management, LLC has been in business for 10 years.
- They have over $500 million in assets under management.
- With a team of 10 advisors, they are able to provide personalized service to their clients.
- JA Investment Management, LLC has a track record of success in helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered
JA Investment Management, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they offer include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
JA Investment Management, LLC serves a variety of clients, including:
- Individuals
- Families
- Businesses
- Non-profits
Fees & Compensation
JA Investment Management, LLC is committed to being transparent about their fees and compensation. They primarily charge fees based on a percentage of assets under management, with a minimum fee of $2,500. They may also charge consulting fees or hourly fees for specific services.
Background
Founded by financial expert John Adams, JA Investment Management, LLC has a team of experienced advisors who provide personalized service to each client. They prioritize building long-term relationships with their clients and helping them achieve their financial goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand any potential conflicts of interest or past disciplinary actions. JA Investment Management, LLC has a clean record and has not faced any disciplinary actions.