How does the advisor help clients – Key Takeaways:
ORANGE COUNTY ASSET MANAGEMENT is a financial advisory firm that assists clients in managing their assets and creating personalized financial plans. Their team of experienced advisors works closely with clients to understand their financial goals and develop strategies to help them achieve success. Here are the key takeaways about how ORANGE COUNTY ASSET MANAGEMENT helps its clients:
- Creates personalized financial plans based on client’s goals and risk tolerance.
- Monitors and adjusts investment portfolios to maintain alignment with clients’ financial objectives.
- Provides ongoing financial advice and education to help clients make informed decisions.
Facts and Insights
Founded in 2001, ORANGE COUNTY ASSET MANAGEMENT has been in business for nearly 20 years. It currently manages over $500 million in assets and has a team of 10 knowledgeable advisors. The firm prides itself on its comprehensive approach to wealth management, which includes not only investment management but also retirement and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 2001 |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
ORANGE COUNTY ASSET MANAGEMENT offers a range of financial services to help clients achieve their goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm caters to a diverse group of clients, including individuals, families, and small business owners. They also work with high-net-worth individuals and provide specialized services for corporate executives, entrepreneurs, and pre-retirees.
Fees & Compensation
ORANGE COUNTY ASSET MANAGEMENT primarily charges clients a percentage of their assets under management as an annual fee. This fee can range from 1% to 2%, depending on the amount of assets being managed. They may also charge hourly fees for financial planning services. The firm has a fiduciary duty to act in the best interest of its clients, meaning they do not receive any commissions or incentives for recommending specific products or investments.
Background
ORANGE COUNTY ASSET MANAGEMENT was founded by a team of experienced financial advisors who wanted to provide comprehensive wealth management services to their clients. Over the years, the firm has built a reputation for its personalized approach to financial planning and its commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand any potential conflicts of interest or disciplinary history. ORANGE COUNTY ASSET MANAGEMENT has a clean record with no reported disciplinary actions or legal issues. All of their advisors are properly registered and licensed to provide financial advice.