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How does the advisor help clients – Key Takeaways:
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. is dedicated to helping clients achieve their financial goals through expert guidance and personalized solutions. Their team of experienced advisors offers a variety of financial services to cater to a diverse range of client needs. With a strong reputation and a long track record in the industry, REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. is a trusted partner for individuals and institutions seeking financial advice.
Facts and Insights
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. has been in business for over 20 years, providing top-notch financial services to clients. As of 2019, they managed over $500 million in assets and had a team of 10 experienced advisors, ensuring each client receives personalized attention and tailored recommendations. With a proven track record of success, REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. continues to grow its client base and assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1999 | 10 | $500 million |
Financial Services Offered
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning. They also provide guidance on insurance and risk management, ensuring clients have a comprehensive financial plan in place.
Client Types
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. serves a diverse client base, including high net worth individuals, families, and institutions. They have experience working with clients from various backgrounds and industries, allowing them to tailor their services to the unique needs of each client. Their team is dedicated to providing excellent service and building long-term relationships with their clients.
Fees & Compensation
REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. operates on a fee-only basis, meaning their clients pay a flat fee or a percentage of their assets under management for their services. This fee structure ensures that their compensation is aligned with the success of their clients’ investments. They have no hidden or additional fees, providing transparency and trust to their clients.
Background
Founded in 1999, REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. has established itself as a reputable and successful financial advisory firm. Their team of experienced advisors has a deep understanding of the financial industry and uses their expertise to help clients achieve their financial goals. They prioritize building personalized relationships with each client, providing tailored solutions and ongoing support.
Financial Advisor Disclosures to Know
As a registered investment advisor, REILLY, FISHER & SOLOMON INVESTMENT ADVISORS, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. They have a clean record with no disciplinary actions or legal issues, providing clients with peace of mind and confidence in their recommendations.