How does the advisor help clients – Key Takeaways:
JC MIANO INVESTMENT ADVISORY SERVICE is a reputable firm that operates as a trusted financial advisor for individuals seeking expert guidance for their finances. The firm offers a comprehensive range of financial services to cater to the diverse needs of its clients. With a strong focus on client satisfaction and financial success, JC MIANO INVESTMENT ADVISORY SERVICE is committed to providing personalized and tailored financial advice to help clients achieve their goals.
Facts and Insights
Founded in 2003, JC MIANO INVESTMENT ADVISORY SERVICE has been in the financial services industry for over 18 years. With a proven track record of success and a highly qualified team of advisors, the firm has established itself as a leader in the industry. As of 2021, the firm manages over $500 million in assets and employs a team of 10 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2003 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
JC MIANO INVESTMENT ADVISORY SERVICE offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm caters to a diverse range of clients, including individuals, families, and small businesses. They have a strong focus on building long-term relationships with their clients and providing personalized financial advice to help them achieve their unique goals.
Fees & Compensation
JC MIANO INVESTMENT ADVISORY SERVICE operates on a fee-based structure, which means they charge a percentage of the assets under management as their fees. They believe this model best aligns their interests with their clients’ as it is based on the performance of the investments. The firm is transparent about its fees and does not charge any hidden or additional fees.
Background
JC MIANO INVESTMENT ADVISORY SERVICE was founded by John C. Miano, who has over 30 years of experience in the financial services industry. He is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). He leads a team of highly qualified advisors who bring their expertise and unique perspectives to provide comprehensive financial guidance to their clients.
Financial Advisor Disclosures to Know
JC MIANO INVESTMENT ADVISORY SERVICE values transparency and discloses any potential conflicts of interest or disclosures on their website. They also provide full disclosure on their Form ADV, which is available to clients upon request. The firm also operates under a fiduciary duty, meaning they are legally bound to act in their clients’ best interests at all times.