How does the advisor help clients – Key Takeaways:
Assertive, knowledgeable, and experienced, REEVES, JAMES, TOWNSEND offers top-notch financial services to its clients. The firm’s approach to providing financial advice is built on a foundation of solid expertise and a commitment to helping clients achieve their long-term financial goals.
Facts and Insights
Assets Under Management, Number of Advisors, and Time in Business:
- Assets Under Management: The firm manages assets totaling $500 million.
- Number of Advisors: With a team of 12 advisors, REEVES, JAMES, TOWNSEND ensures personalized attention and high-quality financial guidance for each client.
- Time in Business: The firm has been providing financial services for more than 20 years, offering its clients a wealth of experience and knowledge in the industry.
Financial Services Offered
The financial advisors at REEVES, JAMES, TOWNSEND provide a comprehensive range of financial services to meet the diverse needs and objectives of their clients. These services include:
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance solutions
- Educational planning
Client Types
The firm serves a wide range of clients, including:
- High-net-worth individuals
- Business owners and executives
- Families and individuals
- Retirees
- Young professionals
Fees & Compensation
REEVES, JAMES, TOWNSEND believes in transparent and fair fees for the services provided to its clients. The firm charges a percentage of clients’ assets under management as their fee and may also charge an annual retainer fee for additional services.
Background
Educated and experienced, the advisors at REEVES, JAMES, TOWNSEND bring a wealth of knowledge to their clients. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a fiduciary, REEVES, JAMES, TOWNSEND always puts its clients’ interests first. The firm has a clean disciplinary record and adheres to all regulatory requirements to maintain transparency and trust with its clients.