JAMES HORTON, LLC – Your Trusted Financial Expert
JAMES HORTON, LLC: A Brief Introduction
James Horton, LLC is a highly reputed financial advisory firm that provides comprehensive financial services to help clients achieve their financial goals. With decades of experience in the financial industry, James Horton and his team of experts have a wealth of knowledge and expertise in managing finances for individuals and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Provides comprehensive financial services to individuals and businesses
- Has decades of experience in the financial industry
- Offers personalized solutions to meet the unique needs of each client
- Focuses on wealth management, retirement planning, tax strategies, and more
Facts and Insights
With a deep understanding of the constantly changing financial landscape, James Horton, LLC stays updated with the latest trends, strategies, and regulations to provide the best services to its clients. The firm also conducts thorough research and market analysis to ensure their clients receive accurate and timely advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million+ | 10+ | 30+ years |
Financial Services Offered:
James Horton, LLC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the key services include:
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Strategies
- Asset Protection
- Investment Management
- Insurance Planning
- Educational Planning
- Business Succession Planning
Client Types:
James Horton, LLC serves a wide range of clients, including:
- High Net Worth Individuals
- Small Business Owners
- Retirees
- Young Professionals
- Families
Fees & Compensation
James Horton, LLC believes in transparency and strives to ensure its clients understand the fees associated with its services. The firm follows a fee-only structure, which means they are compensated solely by the fees their clients pay and do not receive any commissions or third-party incentives. This eliminates any potential conflicts of interest and ensures the advice provided is solely in the best interest of clients.
Background
James Horton, LLC was founded by James Horton himself, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds other notable certifications, making him a highly qualified and knowledgeable finance expert. James and his team of advisors have helped numerous clients achieve financial success and continue to serve their clients with the utmost professionalism and dedication.
Financial Advisor Disclosures to Know
As a trusted financial advisor, James Horton, LLC adheres to all necessary regulations and requirements, including disclosing any potential conflicts of interest to its clients. This ensures transparency and maintains the firm’s commitment to providing honest and unbiased advice to its clients.
In conclusion, James Horton, LLC is a top-notch financial advisory firm that combines extensive experience, advanced knowledge, and a client-centric approach to help clients achieve their financial goals and secure their financial future. With a stellar track record and a firm belief in transparency and integrity, James Horton, LLC is your trusted financial expert.