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How does the advisor help clients – Key Takeaways:
JANCHOR PARTNERS is a financial advisory firm that provides expert guidance to its clients for their financial goals and needs. They offer a comprehensive range of financial services and specialize in assisting clients with their wealth management and financial planning. With years of experience and a team of skilled advisors, JANCHOR PARTNERS is committed to helping their clients achieve financial success.
Facts and Insights
Founded in 2005, JANCHOR PARTNERS has been in business for over 15 years, providing reliable financial services to its clients. They currently manage over $500 million in assets under management and have a team of 10 advisors who are dedicated to serving their clients. JANCHOR PARTNERS takes a client-centric approach and strives to build long-term relationships with their clients based on trust and transparency.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
JANCHOR PARTNERS offers a wide range of financial services to their clients, including wealth management, financial planning, retirement planning, and investment management. They also provide guidance on tax planning, estate planning, and insurance needs to help their clients protect and grow their wealth.
Client Types
JANCHOR PARTNERS works with a diverse range of clients, including high-net-worth individuals, families, business owners, and professionals. They understand that each client has unique financial needs and goals, and they tailor their services to cater to these specific requirements.
Fees & Compensation
JANCHOR PARTNERS operates on a fee-only basis, which means they do not receive commissions or any other form of compensation based on financial product sales. This allows them to provide unbiased and objective advice to their clients in their best interest. They are transparent about their fees and only charge for the services provided, ensuring their clients know exactly what they are paying for.
Background
JANCHOR PARTNERS was founded by a team of experienced financial advisors who wanted to provide clients with personalized and independent financial advice. With a commitment to integrity and professionalism, their team has helped numerous clients achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know
JANCHOR PARTNERS is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to their clients. They are also required to provide clients with a Form ADV, which includes important information about their services, fees, and disciplinary history, if any.