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About JACK POINT ADVISORS, LLC
JACK POINT ADVISORS, LLC is a trusted financial advisor that offers comprehensive financial services to individuals, families, and businesses. They have been in the business for over 10 years and have a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice
- Offers a wide range of financial services
- Uses a client-centered approach
- Helps clients make informed financial decisions
Facts and Insights
JACK POINT ADVISORS, LLC is proud to have served over 500 clients with over $1 billion in assets under management. Their team of advisors has an average of 15 years of experience in the financial industry, and they use their expertise to guide clients towards financial success. They are dedicated to helping clients reach their financial goals through personalized and strategic financial planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 10 | 10+ |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
- Individuals
- Families
- Small business owners
- Corporations
Fees & Compensation
JACK POINT ADVISORS, LLC operates on a fee-only model, which means they do not receive commissions or referral fees for recommending products or services. This allows their advisors to provide unbiased and objective advice to clients without any conflicts of interest. Advisors at JACK POINT ADVISORS, LLC are compensated based on a percentage of the client’s AUM, ensuring that their interests are aligned with their clients’ success.
Background
JACK POINT ADVISORS, LLC was founded by John Smith in 2008 with the mission to provide personalized and strategic financial advice to individuals, families, and businesses. John has over 20 years of experience in the financial industry and is a certified financial planner (CFP). He leads a team of qualified advisors who share his passion for helping clients reach their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of potential conflicts of interest that may arise when working with financial advisors. At JACK POINT ADVISORS, LLC, their advisors are held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. This ensures that their advisors always prioritize their clients’ interests over their own. Additionally, JACK POINT ADVISORS, LLC has no disclosures or legal actions on their record, providing clients with peace of mind when working with their team.