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How does the advisor help clients – Key Takeaways:
O’Gorman Asset Management, Inc. is a trusted financial advisor that provides expert guidance and advice to clients in managing their assets. With years of experience in the financial industry, the team at O’Gorman Asset Management, Inc. has the knowledge and expertise to help clients achieve their financial goals.
Facts and Insights:
Founded in 2005, O’Gorman Asset Management, Inc. has grown to become a leader in the financial services industry. The firm currently manages over $500 million in assets and has a team of highly qualified advisors, each with their own areas of expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered:
O’Gorman Asset Management, Inc. offers a wide range of financial services to help clients manage their assets, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
Client Types:
O’Gorman Asset Management, Inc. works with a diverse range of clients, including individuals, families, and small businesses. Their team of advisors has experience in catering to the specific needs and goals of each type of client.
Fees & Compensation:
O’Gorman Asset Management, Inc.’s fee structure is transparent and designed to align with the best interests of their clients. The firm charges a percentage of assets under management as their fee, and they do not receive any third-party compensation, ensuring that their recommendations are unbiased and solely focused on the client’s financial well-being.
Background:
The team at O’Gorman Asset Management, Inc. consists of highly qualified and experienced professionals, including certified financial planners, chartered financial analysts, and accredited investment fiduciaries. With a commitment to ongoing education and staying updated with the latest market trends, O’Gorman Asset Management, Inc. is well-equipped to provide clients with the best financial advice and strategies.
Financial Advisor Disclosures to Know:
As a registered investment advisor, O’Gorman Asset Management, Inc. is required to disclose any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. Clients can access this information through the SEC’s Investment Adviser Public Disclosure (IAPD) database or by requesting it directly from the firm itself.