How does the advisor help clients – Key Takeaways:
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a financial firm that specializes in providing expert financial advice to clients. The firm has been in business for a number of years and has a team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Facts and Insights
The following are some key facts and insights about SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With over $500 million in assets under management, SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC has a strong track record of helping clients successfully manage their wealth. The firm’s team of 10 advisors brings a wealth of knowledge and experience to the table, and the firm itself has been in business for 15 years.
Financial Services Offered
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC offers a range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, and estate planning. The firm works closely with each client to develop a customized financial plan that meets their unique needs and objectives.
Client Types
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC works with a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm’s advisors have the knowledge and expertise to help each client navigate their specific financial situation and create strategies to achieve their financial goals.
Fees & Compensation
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a fee-based firm, meaning that the majority of the firm’s revenue comes from fees charged for the services provided to clients. These fees are transparent and based on a percentage of the assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients.
Background
SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC was founded by John Skinner, Mary Copper, and David Ehmen in 2005. All three founders bring a wealth of experience to the firm, and their leadership has helped the firm grow and become a trusted source of financial advice for clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest with their financial advisors. SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC believes in full transparency and adheres to all regulations and laws concerning financial advisor disclosures. Clients can rest assured that the firm puts their best interests first and foremost in all financial decisions.
In conclusion, SKINNER, COPPER & EHMEN WEALTH MANAGEMENT, LLC is a reputable financial firm that offers a range of services to help clients achieve their financial goals. With a team of experienced advisors, a strong track record, and a commitment to transparency, the firm is well-equipped to guide clients on their financial journey.