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How does the advisor help clients – Key Takeaways:
Joshua Massey is a highly skilled financial expert with a passion for helping clients achieve their financial goals. With extensive knowledge and experience in the industry, Massey provides valuable insights and services for clients looking to secure their financial future.
Facts and Insights
Massey has over 15 years of experience in the financial industry and has worked with a diverse range of clients, including individuals, families, and small business owners. He is known for his expertise in retirement planning, wealth management, and investment strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15+ years |
Financial Services Offered
- Retirement planning
- Wealth management
- Investment strategies
- Customized financial planning
- Estate planning
Client Types
- Individuals
- Families
- Small business owners
Fees & Compensation
Massey works on a fee-only basis, meaning he does not receive commissions or other forms of compensation from financial products or services. This allows him to provide unbiased and personalized recommendations for his clients.
The fee structure is based on a percentage of assets under management, ensuring that Massey’s success is closely aligned with the success of his clients’ portfolios.
Background
Massey holds a Bachelor’s degree in Finance and has completed advanced training in retirement planning and wealth management. He is also a certified financial planner (CFP) and a member of the Financial Planning Association (FPA).
Prior to becoming a financial advisor, Massey worked at a top investment firm, gaining valuable experience in managing portfolios and providing financial advice to clients.
Financial Advisor Disclosures to Know
Massey is a registered investment advisor and is held to the fiduciary standard, meaning he is legally obligated to act in the best interests of his clients. He has a clean record with no disciplinary actions or complaints.