How does SMITH MOORE & CO. help clients – Key Takeaways:
SMITH MOORE & CO. is committed to providing expert financial advice to its clients. Their team of knowledgeable advisors work closely with each client to create a personalized financial plan that meets their unique needs and goals. Through their comprehensive services and expertise, SMITH MOORE & CO. brings value and peace of mind to their clients’ financial lives.
Some of the key takeaways about how SMITH MOORE & CO. helps their clients are:
- Expert financial advice from a team of knowledgeable advisors
- Personalized financial plans tailored to each client’s specific needs and goals
- Comprehensive services that bring value and peace of mind to clients’ financial lives
Facts and Insights
SMITH MOORE & CO. is a premier financial advisory firm with a strong track record of success. The company was founded in 1995 and has been providing top-notch financial services to its clients for over 25 years. They have a proven track record of helping clients achieve financial success and security.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | 1995 |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | 50+ |
| Time in Business | 25+ years |
Financial Services Offered
SMITH MOORE & CO. offers a wide range of financial services to its clients, including:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education funding
- And more
Client Types
SMITH MOORE & CO. caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Small business owners
- Corporate executives
- And more
Fees & Compensation
SMITH MOORE & CO. believes in full transparency when it comes to fees and compensation. They work on a fee-only basis, meaning their sole source of compensation is from the fees they charge their clients. This eliminates any potential conflicts of interest and allows their advisors to act solely in the best interests of their clients.
Background
SMITH MOORE & CO. was founded in 1995 by John Smith and Jane Moore, two experienced financial advisors who shared a passion for helping their clients achieve financial success. Through their dedication and expertise, SMITH MOORE & CO. has grown into a top-tier financial advisory firm, serving clients across the United States.
Financial Advisor Disclosures to Know
As a reputable and transparent financial advisory firm, SMITH MOORE & CO. wants their clients to be fully informed of any potential conflicts of interest or disclosures. Some important disclosures to know include:
- SMITH MOORE & CO. is a fee-only advisory firm and only receives compensation from their clients through fees.
- SMITH MOORE & CO. may receive commissions from insurance products, but these are fully disclosed to clients.
- SMITH MOORE & CO. may have relationships with certain third-party providers, but these are thoroughly vetted and disclosed to clients.