About Money Managers Inc.
Money Managers Inc. is a premier financial advisory firm that specializes in helping clients achieve their financial goals. With over 25 years of experience in the industry, their team of expert advisors provides personalized and comprehensive financial planning services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Helps clients achieve their financial goals
- Expertise in various financial areas such as investing, retirement planning, and tax strategies
- Offers ongoing support and guidance to clients
Facts and Insights
Here are some interesting facts and insights about Money Managers Inc.:
- Founded in 1995 by John Smith
- Over $500 million in assets under management
- Team of 10 highly experienced and qualified financial advisors
- Offices in New York, Chicago, and Los Angeles
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $300 | 5 |
| 2016 | $350 | 7 |
| 2017 | $400 | 8 |
| 2018 | $450 | 9 |
| 2019 | $500 | 10 |
Financial Services Offered
Money Managers Inc. offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Tax planning and strategy
- Estate planning
- Insurance planning
- Education planning
Client Types
Money Managers Inc. works with a variety of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
- Nonprofit organizations
Fees & Compensation
Money Managers Inc. is a fee-based advisory firm. This means that they charge a fee for their services, which is based on a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients’ and motivates them to help their clients grow their wealth.
Background
Money Managers Inc. was founded in 1995 by John Smith, a seasoned financial advisor with over 30 years of experience in the industry. John saw a need for a personalized and comprehensive financial planning firm that could cater to the unique needs of each individual client. Over the years, the firm has grown and expanded its services, but its core values of integrity, expertise, and personalized attention have remained the same.
Financial Advisor Disclosures to Know
Money Managers Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they have a legal and ethical responsibility to always act in the best interests of their clients. The firm has no disciplinary actions or disclosures on their record.