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About JJBESHARA MANAGEMENT, LLC
JJBESHARA MANAGEMENT, LLC is a financial management firm that specializes in providing expert financial advice and services to its clients. Founded in 2009, the firm has been serving clients for over a decade, establishing a strong reputation for its reliable and effective financial solutions. The company’s team of experts are dedicated to helping clients achieve their financial goals and provide them with tailored solutions that fit their unique needs.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Tailors solutions to fit individual client needs
- Helps clients achieve their financial goals
- Established a strong reputation for reliability and effectiveness
Facts and Insights
JJBESHARA MANAGEMENT, LLC has been in business for 10 years and has 5 financial advisors on its team. The firm’s assets under management (AUM) are publicly available and $50 million in total.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $50 million | 5 | 10 years |
Financial Services Offered
JJBESHARA MANAGEMENT, LLC offers a range of financial services to help clients manage their investments and reach their financial goals. These services include:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
Client Types
The firm’s clients include individuals, families, business owners, and high net worth individuals. JJBESHARA MANAGEMENT, LLC is dedicated to providing customized financial solutions that cater to the different needs and goals of each client.
Fees & Compensation
JJBESHARA MANAGEMENT, LLC is a fee-only financial management firm. This means that the firm does not earn commissions or bonuses for recommending certain products or services to clients. Instead, clients are charged a fee based on a percentage of their assets under management.
Background
The founder and CEO of JJBESHARA MANAGEMENT, LLC, John J. Beshara, has over 20 years of experience in the financial industry. He is a certified financial planner (CFP) and a member of the Financial Planning Association (FPA). Beshara and his team are committed to staying up-to-date with industry trends and changes to provide clients with the best advice and services.
Financial Advisor Disclosures to Know
JJBESHARA MANAGEMENT, LLC follows strict compliance and disclosure regulations to ensure transparency and honesty with its clients. Some important disclosures to know include:
- The firm has a Code of Ethics for its advisors to abide by
- The firm has not had any legal or disciplinary actions taken against them
- The firm acts as a fiduciary, meaning it is legally obligated to act in the best interest of its clients