About JLM ADVISORS LLC
JLM Advisors LLC is a financial consulting firm that provides expert advice and guidance to individuals, families, and businesses. With years of experience in the industry, the firm has established a reputation for providing reliable and personalized financial solutions to meet the specific needs of each client.
How the Advisor Helps Clients – Key Takeaways:
JLM Advisors LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Risk management
The firm’s team of experts works closely with each client to understand their unique financial situation and create a customized plan that is tailored to their specific needs and objectives. Through this personalized approach, JLM Advisors LLC helps clients make informed and strategic financial decisions to secure their financial future.
Facts and Insights:
Here are some interesting facts and insights about JLM Advisors LLC:
| Assets Under Management | $150 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 10+ years |
Financial Services Offered:
JLM Advisors LLC offers a comprehensive range of financial services to help clients build, manage, and preserve their wealth. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Education planning
- Insurance and risk management
Client Types:
JLM Advisors LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Retirees
- Professionals
Fees & Compensation:
JLM Advisors LLC follows a fee-only compensation structure, which means that the firm is not compensated through commissions or sales of financial products. This aligns the firm’s interests with those of its clients, ensuring that the advisors always act in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, and the rates may vary depending on the complexity of the client’s financial situation. The specific fees are discussed and agreed upon with the client before any services are provided.
Background:
JLM Advisors LLC was founded in 2008 by John M. Lewis, a seasoned financial expert with years of experience in the industry. The firm is headquartered in New York City and has a team of highly qualified and experienced financial advisors who are dedicated to providing top-notch financial solutions to their clients.
Financial Advisor Disclosures to Know:
As a financial expert, JLM Advisors LLC is committed to transparency and provides all necessary disclosures to their clients. Here are some important disclosures to know:
- JLM Advisors LLC is registered as an investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interests of their clients and provide unbiased advice.
- JLM Advisors LLC does not have any disciplinary disclosures or regulatory actions.
- The firm’s advisors may receive commissions for the sale of insurance products, but these are separate from their financial advisory services.
With a client-centric approach and a commitment to excellence, JLM Advisors LLC is a trusted partner for individuals and businesses seeking expert financial guidance. Contact them today to learn more about their services and how they can help you achieve your financial goals.