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How does the advisor help clients – Key Takeaways:
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2020 | 250 | 15 |
| 2019 | 200 | 12 |
| 2018 | 175 | 10 |
Financial Services Offered:
Massey Financial offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types:
Massey Financial serves a diverse group of clients including individuals, families, and businesses. Their clientele includes high-net-worth individuals as well as middle-income families looking to grow their wealth and secure their financial future.
Fees & Compensation:
Massey Financial operates on a fee-based model and is compensated for their services through a percentage of the assets under management. This aligns their interests with those of their clients, as they are motivated to help their clients achieve their financial goals.
Background:
Massey Financial has been in business for over 20 years, providing quality financial advice and services to their clients. Their team of experienced financial advisors are dedicated to helping their clients build and preserve their wealth through comprehensive financial planning.
Financial Advisor Disclosures to Know:
As a financial expert, Massey Financial is dedicated to providing transparent and ethical advice to their clients. They abide by all laws and regulations applicable to their industry and are committed to disclosing any potential conflicts of interest that may arise.