How does the advisor help clients – Key Takeaways:
JAN S. GLADE, CPA (APC) is a highly skilled financial expert with years of experience in the field. As a Certified Public Accountant, JAN provides clients with valuable insights and guidance on financial matters, helping them to navigate the complex world of finance with ease.
Facts and Insights
With a wealth of knowledge and experience, JAN S. GLADE, CPA (APC) is able to provide clients with valuable insights that can help them make informed financial decisions. JAN stays up-to-date on the latest trends and changes in the financial industry to ensure that clients receive the most relevant and up-to-date advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 10 years |
JAN S. GLADE, CPA (APC) currently manages $100 million in assets with a team of 5 advisors. With 10 years in business, JAN brings a wealth of experience to the table and has a proven track record of helping clients achieve their financial goals.
Financial Services Offered
JAN S. GLADE, CPA (APC) offers a wide range of financial services to meet the diverse needs of clients. These services include investment management, retirement planning, tax planning, and more. JAN takes a holistic approach to financial planning to ensure that all aspects of a client’s financial situation are taken into consideration.
Client Types
JAN S. GLADE, CPA (APC) works with a diverse range of clients, including individuals, families, and small business owners. JAN understands that each client has unique financial needs and goals, and is dedicated to providing personalized solutions that are tailored to their specific situation.
Fees & Compensation
JAN S. GLADE, CPA (APC) is a fee-based financial advisor, meaning that fees are based on a percentage of the client’s assets under management. This fee structure aligns JAN’s interests with that of the client, as JAN’s compensation is tied to the success of the client’s investments.
Background
JAN S. GLADE, CPA (APC) has an extensive background in finance and accounting. JAN holds a Bachelor’s degree in Accounting and a Master’s degree in Finance, and is a Certified Public Accountant. JAN’s experience and education make them a knowledgeable and reliable resource for clients seeking financial guidance.
Financial Advisor Disclosures to Know
As a reputable financial advisor, JAN S. GLADE, CPA (APC) is committed to transparency and disclosure. Clients can trust that JAN will provide them with all the necessary information to make informed decisions about their financial future. JAN follows all industry regulations and takes the necessary steps to ensure the best interest of their clients.