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How does the advisor help clients – Key Takeaways:
JACOBSON & SCHMITT ADVISORS, LLC is dedicated to providing top-tier financial expertise to their clients. With several years of experience in the industry, they have gained a wealth of knowledge and insight that they utilize to help their clients achieve their financial goals. Here are some key takeaways on how this financial expert helps their clients:
- Creates personalized investment strategies tailored to each client’s unique financial situation and goals.
- Offers a wide range of financial services to meet the individual needs of each client.
- Provides unbiased and objective advice, acting as a fiduciary for their clients’ best interests.
- Continuously monitors and adjusts investment strategies according to market trends and changes in clients’ financial goals.
Facts and Insights:
JACOBSON & SCHMITT ADVISORS, LLC was founded in 2005 by financial experts John Jacobson and Emily Schmitt. Since then, they have grown to become a highly respected and trusted firm in the financial industry. With over 15 years of experience, they have successfully helped numerous clients achieve their financial goals and establish a secure financial future for themselves and their families.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $50 million | 2 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Education planning
- Tax planning
- Insurance planning
Client Types:
JACOBSON & SCHMITT ADVISORS, LLC serves a wide range of clients, including individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they work closely with them to create a customized financial plan that meets their specific needs.
Fees & Compensation:
JACOBSON & SCHMITT ADVISORS, LLC operates on a fee-only basis, meaning they do not receive commissions for any financial products or services they recommend. This ensures that their advice is objective and in the best interest of their clients. They charge a percentage of assets under management, which aligns their interests with the success of their clients’ investments.
Background:
The founders of JACOBSON & SCHMITT ADVISORS, LLC, John Jacobson and Emily Schmitt, have extensive knowledge and experience in the financial industry. They both hold a CFA (Chartered Financial Analyst) designation, which is one of the highest standards in the investment management profession. This demonstrates their dedication to provide their clients with the highest level of financial expertise.
Financial Advisor Disclosures to Know:
JACOBSON & SCHMITT ADVISORS, LLC believes in transparency and fully discloses any potential conflicts of interest to their clients. It is important for clients to be aware of any potential biases or incentives that may affect their financial advisor’s recommendations, and this firm is committed to providing full transparency to their clients.