How does the advisor help clients – Key Takeaways:
Ogden, Thomas is a highly knowledgeable and experienced financial advisor who helps his clients achieve their financial goals. With years of experience in the financial industry, Ogden has established himself as a trusted expert in managing assets and providing sound financial advice.
Here are some key takeaways on how Ogden helps his clients:
- Creates personalized financial plans based on clients’ specific goals and needs
- Offers a wide range of financial services to meet the diverse needs of his clients
- Provides ongoing support and advice to help clients navigate through changing economic and market conditions
- Uses a client-first approach to build trusting and long-lasting relationships with his clients
Facts and Insights
Ogden’s financial expertise is backed by solid numbers and insights. As of 2021, he manages over $50 million in assets under management and has a team of 10 experienced advisors working with him. With over 15 years of experience in the financial industry, Ogden has gained valuable insights and expertise that he shares with his clients to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 10 | Over 15 years |
Financial Services Offered
Ogden, Thomas offers a wide range of financial services to his clients. He understands that each client has unique financial goals and needs, so he provides personalized services to meet their specific requirements. Some of the financial services offered by Ogden include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
Client Types
Ogden works with a diverse group of clients, including individuals, families, and businesses. He believes that everyone deserves access to sound financial advice and works with clients of all ages and income levels. He also has extensive experience in working with high-net-worth clients and understands their unique needs and concerns.
Fees & Compensation
Ogden’s fees and compensation are transparent and based on the services he provides. He charges a percentage of assets under management for investment management services and may also charge a one-time or ongoing fee for financial planning and other services. He believes in aligning his fees with the interests of his clients and offers a fee-only structure, which means he does not earn commissions or incentives for recommending certain products or strategies. This ensures that his clients receive unbiased and objective advice.
Background
Ogden, Thomas has an impressive background in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. He has also completed several advanced courses in finance and investments, which make him an expert in his field. Ogden is a CFP® (Certified Financial Planner) and a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know
As a reputable financial advisor, Ogden is committed to transparency and follows the required regulations and disclosures. He has a clean record and has never faced any disciplinary actions. Ogden has also maintained a fiduciary duty to his clients, which means he always puts their interests first and makes recommendations that are in their best interests.