”
How does the advisor help clients – Key Takeaways:
OLD DOMINION ASSET MANAGEMENT INC. is a leading financial management firm that provides expert advice and guidance to clients seeking to achieve their financial goals. With a team of highly experienced professionals, the firm offers a range of financial services and personalized solutions to meet the unique needs of each client. Here are the key takeaways on how the advisor helps clients:
- Provides expert financial advice
- Customizes solutions based on individual goals and risk tolerance
- Offers a diverse range of financial services
- Maintains transparency and open communication with clients
- Works towards building long-term relationships with clients
Facts and Insights
OLD DOMINION ASSET MANAGEMENT INC. has made a name for itself in the financial services industry by consistently delivering reliable and effective financial solutions to clients. Here are some facts and insights about the firm:
- Founded in 1992 and headquartered in Richmond, VA
- Assets under management of over $5 billion (as of [insert date])
- Staffed by a team of [insert number] experienced advisors
- Provides services to individuals, families, and businesses
- Focuses on long-term investment strategies
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion (as of [insert date]) | [insert number] | 27 years (founded in 1992) |
Financial Services Offered
OLD DOMINION ASSET MANAGEMENT INC. offers a comprehensive range of financial services to help clients achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Client Types
The firm serves a diverse client base, including individuals, families, and businesses. OLD DOMINION ASSET MANAGEMENT INC. understands that each client has unique financial goals and works closely with them to develop customized solutions that align with their specific needs and risk tolerance.
Fees & Compensation
OLD DOMINION ASSET MANAGEMENT INC. operates on a fee-based model, which means the firm charges a percentage of the assets under management as their compensation. This ensures that the firm’s interests are aligned with those of the clients, as their compensation is directly linked to the performance of the clients’ investments.
Background
The firm was founded in 1992 by [insert names] with the mission to provide clients with unbiased and expert financial advice to help them achieve their financial goals. With a team of highly experienced and dedicated professionals, the firm has grown to become one of the most respected financial management firms in the industry.
Financial Advisor Disclosures to Know
As a responsible and transparent financial management firm, OLD DOMINION ASSET MANAGEMENT INC. abides by all regulatory guidelines and discloses all pertinent information to clients. Some important disclosures to know are:
- The firm is registered with the Securities and Exchange Commission (SEC)
- The firm has a clean disciplinary record
- The firm’s advisors are all properly licensed and qualified
- The firm’s fees and compensation structure are clearly explained to clients