How does the advisor help clients – Key Takeaways:
James I. Black & Company is a highly reputable financial advisory firm that specializes in providing expert financial advice to individuals, families, and businesses. Through their expertise and experience, they assist clients in achieving their financial goals and aspirations. Here are some key takeaways about how the firm helps its clients:
- James I. Black & Company acts as a financial expert for their clients, providing them with valuable insights and options to help them make informed financial decisions.
- They offer a wide range of financial services to cater to the diverse needs of their clients.
- The firm works with various types of clients, including individual investors, families, and businesses of all sizes.
- James I. Black & Company charges fees and compensations for their services, which are transparently disclosed to their clients.
- The firm is backed by a team of experienced and skilled financial advisors who have been in the business for a significant amount of time.
- Clients of James I. Black & Company can trust the firm to always act in their best interests and provide them with unbiased advice.
Facts and Insights:
James I. Black & Company was founded in 1995 by James I. Black, an experienced and qualified financial advisor. With over 25 years of industry experience, the firm has established a strong reputation for providing top-notch financial services and assisting clients in achieving their goals.
The firm currently manages assets worth $500 million and has a team of 10 experienced financial advisors who work closely with their clients to provide personalized financial advice. This team also includes tax specialists and estate planning experts to cater to the diverse needs of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Years in Business: | 25+ |
Financial Services Offered:
James I. Black & Company provides a comprehensive range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm takes a holistic approach to financial planning and works closely with their clients to develop personalized strategies that meet their unique needs and goals.
Client Types:
James I. Black & Company caters to a diverse range of clients, including:
- Individual investors
- Families
- Businesses of all sizes
The firm has the expertise and experience to cater to the specific needs of each client type, and their services are tailored accordingly.
Fees & Compensation:
James I. Black & Company charges a fee for their financial services, which is based on a percentage of the assets under management. The firm is committed to transparently disclosing their fees and compensation to their clients, ensuring complete clarity and understanding.
Background:
The founder of James I. Black & Company, James I. Black, has over 25 years of experience in the financial services industry. He holds several qualifications, including a Certified Financial Planner (CFP®) designation, a Chartered Financial Consultant (ChFC®) designation, and a Chartered Life Underwriter (CLU®) designation. Under his leadership, the firm has grown and gained a strong reputation for excellence and integrity.
Financial Advisor Disclosures to Know:
Here are some disclosures that clients should know about when working with James I. Black & Company:
- The firm is registered as an SEC-registered investment advisor.
- James I. Black, the founder, is also registered as an investment advisor representative.
- The firm does not have any legal or disciplinary events on record.