How does the advisor help clients – Key Takeaways:
Osborn Wealth Management is a reputable financial firm that provides expert advice to individuals, families, and businesses. They have a team of experienced advisors who are dedicated to helping their clients achieve financial success. Here are some key takeaways on how Osborn Wealth Management can help you:
- Personalized financial planning: The advisors at Osborn Wealth Management work closely with clients to create customized financial plans that suit their unique goals and needs.
- Diversified investment strategies: With their extensive knowledge and experience, Osborn Wealth Management advisors help clients build a well-rounded investment portfolio to achieve their financial goals.
- Educational resources: Osborn Wealth Management provides clients with educational resources and tools to help them make informed financial decisions and stay updated on the latest market trends.
- Regular portfolio review: The team at Osborn Wealth Management conducts regular portfolio reviews to ensure that their clients’ investments are aligned with their goals and risk tolerance.
Facts and Insights
Here are some key facts and insights about Osborn Wealth Management:
- Founded in 2005, Osborn Wealth Management has been in business for 15 years.
- The firm currently has 20 advisors who are all highly qualified and dedicated to providing top-notch financial advice.
- As of December 31, 2019, Osborn Wealth Management’s total assets under management were valued at $500 million.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $500 | 20 |
Financial Services Offered
Osborn Wealth Management offers a wide range of financial services to cater to their clients’ diverse needs. These include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
Osborn Wealth Management serves a variety of clients, including:
- Individuals and families
- Business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
Osborn Wealth Management uses a fee-based structure for their services. This means that in addition to receiving a percentage of assets under management, the advisors may also charge a fee for specific financial planning services. The exact fee structure may vary depending on the client’s needs and the complexity of their financial situation.
Background
Osborn Wealth Management was founded by John Osborn, a seasoned financial advisor with 25 years of experience in the industry. He built a team of knowledgeable and experienced advisors who share his commitment to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, Osborn Wealth Management is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disciplinary actions taken against the firm or its advisors. For more information, clients can visit the firm’s website or request a copy of their Form ADV Part 2A, which details their services, fees, and any potential conflicts of interest.