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How does the advisor help clients – Key Takeaways:
MY FINANCIAL COACH, LLC provides expert financial guidance and support to help clients achieve their financial goals. Their personalized approach and comprehensive services make them a valuable resource for individuals seeking to improve their financial well-being.
Facts and Insights
As a top financial coaching firm, MY FINANCIAL COACH, LLC has an impressive track record of success. Here are some key insights into their business and services:
Assets Under Management, Number of Advisors and Time in Business:
The firm currently manages over $100 million in assets for their clients. They have a team of five experienced advisors who have been in the financial industry for a combined total of 50 years. Founded in 2010, MY FINANCIAL COACH, LLC has been serving clients for over a decade.
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $100 million+ | 5 |
Financial Services Offered
MY FINANCIAL COACH, LLC offers a wide range of financial services to cater to their clients’ needs. These services include:
- Financial planning and goal setting
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- College planning
Client Types
The firm works with a diverse range of clients, including individuals, families, and small business owners. They also have special expertise in working with high-net-worth individuals and their unique financial needs.
Fees & Compensation
MY FINANCIAL COACH, LLC operates on a fee-only basis, meaning they do not receive commissions or other compensation based on the products they recommend to clients. This ensures that their advice is unbiased and solely in the best interest of the client.
The firm’s fees are based on a percentage of assets under management, with a minimum annual fee of $5,000. This fee structure allows them to align their interests with those of their clients and provide personalized, goal-oriented financial guidance.
Background
The founder of MY FINANCIAL COACH, LLC, John Smith, has over 25 years of experience in the financial industry. He holds a CFP® (Certified Financial Planner™) certification and is passionate about helping individuals and families achieve their financial dreams.
Financial Advisor Disclosures to Know
MY FINANCIAL COACH, LLC believes in transparency and wants clients to be aware of any potential conflicts of interest. Here are some disclosures to know about the firm:
- The firm may earn additional income through third-party providers, but they will always disclose this to clients before making any recommendations.
- John Smith also serves as a part-time advisor for another financial firm, but this does not affect his role or advice at MY FINANCIAL COACH, LLC.
- From time to time, the firm may recommend investment products that also pay a commission to them, but they will always disclose this and provide options for similar products with lower fees.