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How does the advisor help clients – Key Takeaways:
MOSS & COMPANY, P.A. is a financial firm that provides expert financial advice and services to its clients. With years of experience and a team of knowledgeable and skilled advisors, the firm is well equipped to help clients achieve their financial goals.
Facts and Insights
MOSS & COMPANY, P.A. has been in business for over 20 years, providing financial services to individuals and businesses. The firm has a solid track record of success and a strong reputation in the industry. Through extensive research and analysis, the firm stays updated on the latest market trends and insights, allowing them to provide well-informed advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Category | Amount |
|---|---|
| Assets Under Management | $100 million |
| Number of Advisors | 10 |
| Years in Business | 20+ |
Financial Services Offered
MOSS & COMPANY, P.A. offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and more. With a comprehensive approach, the firm addresses all aspects of a client’s financial well-being.
Client Types
MOSS & COMPANY, P.A. serves a variety of clients, including high net worth individuals, small businesses, and corporations. They are committed to providing personalized and tailored services to each client, regardless of their financial situation.
Fees & Compensation
MOSS & COMPANY, P.A. operates on a fee-based compensation structure, which means they receive compensation based on a percentage of the client’s assets under management. This aligns the firm’s interests with those of their clients, as they are motivated to help their clients grow their wealth in order to increase their own compensation.
Background
MOSS & COMPANY, P.A. was founded by John Moss, a highly experienced and knowledgeable financial advisor. He has been in the industry for over 30 years and has helped countless clients achieve their financial goals. With a team of skilled advisors, the firm continues to provide top-notch financial services and advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MOSS & COMPANY, P.A. is required to provide full transparency and disclosure to their clients. This includes disclosing any potential conflicts of interest and any fees or compensation they receive for their services. The firm takes this responsibility seriously and is committed to building and maintaining trust with their clients.