About SIMMONS & ASSOCIATES, LLC
Simmons & Associates, LLC is a well-established financial advisory firm that has been providing expert financial services to clients for over 20 years. With a team of experienced advisors, the firm offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans and advice
- Offers a wide range of financial services
- Expertise in wealth management, retirement planning, and investment management
- Utilizes a client-first approach to financial planning
Facts and Insights
As one of the leading financial advisory firms, Simmons & Associates, LLC has a wealth of knowledge and insights about the financial industry. Through years of experience, the firm has gained valuable insights into the market and can provide clients with informed and strategic advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Simmons & Associates, LLC offers a comprehensive range of financial services to clients. These services include:
- Wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- College savings planning
- Insurance and risk management
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, businesses, and institutions. With their extensive experience and expertise, Simmons & Associates, LLC can tailor their services to meet the unique needs of each client.
Fees & Compensation
Simmons & Associates, LLC follows a transparent fee structure and is committed to providing clients with value for their money. The firm offers both fee-based and commission-based services, depending on the type of service and the client’s preference. All fees and compensation are discussed and agreed upon with the client before any services are rendered.
Background
Simmons & Associates, LLC was founded in 2000 by John Simmons, a highly experienced and respected financial advisor. With a team of handpicked advisors and staff, the firm has grown over the years and has established a strong reputation for providing top-notch financial services to clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, Simmons & Associates, LLC adheres to all industry standards and regulations. The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and maintains all necessary licenses and registrations. The firm also has a clear and comprehensive disclosure policy, ensuring clients have all the information they need when making important financial decisions.