How does the advisor help clients – Key Takeaways:
QUIGLEY ASSOCIATES, INC. is a financial advisory firm that specializes in wealth management and has been in business for over 20 years. With a team of experienced advisors, the firm provides a range of financial services to a diverse group of clients, including high net worth individuals, families, and small businesses. The firm operates on a fee-based compensation model, ensuring transparency and aligning its interests with those of its clients.
Facts and Insights
QUIGLEY ASSOCIATES, INC. prides itself on its extensive experience and expertise in wealth management. Its team of advisors includes certified financial planners (CFPs) and chartered financial analysts (CFAs), with an average of 10 years of financial industry experience. This expertise allows the firm to provide personalized and comprehensive financial solutions to its clients, helping them achieve their financial goals.
The firm also stays up-to-date with the latest market trends and economic insights, providing its clients with valuable information and guidance. Through quarterly newsletters, the firm shares its insights on the current market conditions and provides investment recommendations to help clients make informed decisions.
The firm also offers resources and educational materials, including webinars, blogs, and seminars, to keep clients informed and educated about various financial topics. This added support helps clients make sound financial decisions and stay on track towards reaching their financial goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management: | $500 million* |
|---|---|
| Number of Advisors: | 15 |
| Time in Business: | 20+ years |
*as of December 31, 2020
Financial Services Offered
QUIGLEY ASSOCIATES, INC. offers a range of services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Educational planning for children
- Business succession planning
The firm works closely with clients to create personalized financial plans that cater to their specific needs and goals. With its team of experienced advisors and access to a variety of financial solutions, QUIGLEY ASSOCIATES, INC. is equipped to handle complex financial situations and assist clients in achieving their financial objectives.
Client Types
With its diverse range of services, QUIGLEY ASSOCIATES, INC. caters to a wide variety of clients, including:
- High net worth individuals
- Families
- Small businesses
- Retirees
- Professionals
The firm takes a holistic approach to wealth management, considering all aspects of a client’s financial situation and needs. This allows the firm to provide tailored solutions to each client, regardless of their financial background or goals.
Fees & Compensation
QUIGLEY ASSOCIATES, INC. operates on a fee-based compensation model, meaning clients pay a fee for the services provided, rather than commissions on specific financial products. This structure ensures transparency and eliminates potential conflicts of interest, as the firm’s compensation is not tied to the sale of certain products.
The firm’s fees are calculated based on the complexity of the client’s financial situation, the services provided, and the assets under management. This structure aligns the firm’s interests with those of its clients, as the firm’s revenue is directly impacted by its clients’ success in achieving their financial goals.
Background
QUIGLEY ASSOCIATES, INC. was founded in 1998 by John Quigley, a certified financial planner with over 30 years of experience in the financial industry. The firm is headquartered in New York City and has since expanded to include offices in Chicago and Los Angeles. It has grown to be one of the leading wealth management firms in the country, with a strong reputation for its personalized approach and expertise in the field.
Financial Advisor Disclosures to Know
QUIGLEY ASSOCIATES, INC. is a registered investment advisor (RIA) with the Securities and Exchange