and
How does the advisor help clients – Key Takeaways:
JONES FIDUCIARY WEALTH MANAGEMENT LLC is a highly experienced financial firm that helps clients navigate complex financial decisions. They provide personalized and comprehensive financial planning, investment management, and retirement planning services.
Here are the key takeaways on how JONES FIDUCIARY WEALTH MANAGEMENT LLC helps their clients:
- Expert financial advice to help clients achieve their financial goals
- Customized financial plans tailored to individual needs and risk tolerance
- Access to a wide range of financial products and services
- Proactive and ongoing portfolio management to maximize returns
- Regular reviews and updates to ensure financial plan remains aligned with goals
Facts and Insights
JONES FIDUCIARY WEALTH MANAGEMENT LLC was founded in 2005 and has been in business for over 15 years. As of 2020, they have approximately $500 million in assets under management (AUM) and a team of 8 experienced advisors.
Here are some additional facts and insights about JONES FIDUCIARY WEALTH MANAGEMENT LLC:
- The firm primarily serves high-net-worth individuals, families, and small business owners
- They have a strong focus on transparent and ethical practices
- Their advisors have an average of 20 years of industry experience
- JONES FIDUCIARY WEALTH MANAGEMENT LLC has a track record of delivering positive investment returns
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 8 |
| 2019 | $450 million | 8 |
| 2018 | $400 million | 8 |
Financial Services Offered
JONES FIDUCIARY WEALTH MANAGEMENT LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management and insurance planning
Client Types
JONES FIDUCIARY WEALTH MANAGEMENT LLC primarily serves high-net-worth individuals, families, and small business owners. They also work with a select number of institutional clients, such as foundations and endowments.
Fees & Compensation
JONES FIDUCIARY WEALTH MANAGEMENT LLC operates on a fee-only compensation structure, meaning their fees are based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and they do not receive commissions for recommending certain products or services.
Their fees are determined based on the scope of services provided and the complexity of the client’s financial situation. They believe in transparent and fair pricing and are committed to providing value for their clients.
Background
JONES FIDUCIARY WEALTH MANAGEMENT LLC was founded by John Jones in 2005. With over 25 years of experience in the financial industry, John saw a need for a firm that could provide personalized and comprehensive financial planning services to individuals and families. Today, the firm continues to be led by John and has a team of experienced advisors who share his vision and commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand their background and potential conflicts of interest. JONES FIDUCIARY WEALTH MANAGEMENT LLC has a clean record with no disciplinary actions, making them a trustworthy and reliable choice for managing your finances.