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Facts and Insights
SPEIGHT ASSET MANAGEMENT, LLC is a reputable financial services firm that has been providing expert guidance and management to clients for many years. With a team of experienced advisors and a commitment to putting clients first, they have established themselves as a trusted resource for individuals and businesses looking to secure their financial future.
The firm prides itself on its personalized approach to financial management, tailoring its services to meet the unique needs and goals of each client. By taking the time to understand each client’s specific circumstances and objectives, they are able to provide comprehensive and effective solutions that are customized to their individual situations.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial management services
– Customizes solutions to meet individual client needs and goals
– Features a team of experienced advisors dedicated to putting clients first
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $500 million | 10+ | 20+ years |
Financial Services Offered
– Investment management
– Retirement planning
– Estate planning
– Tax planning
– Insurance planning
– Debt management
– Education planning
– Business planning
– Charitable giving
– And more
Client Types
SPEIGHT ASSET MANAGEMENT, LLC serves a diverse range of clients, including:
– Individuals
– High net worth individuals
– Families
– Businesses
– Non-profit organizations
– And more
Fees & Compensation
The firm’s fees and compensation structure is transparent and based on a percentage of the client’s assets under management. This fee model aligns the firm’s interests with those of the client, as the higher the client’s assets grow, the higher the firm’s compensation.
SPEIGHT ASSET MANAGEMENT, LLC values open and honest communication with clients about their fees and believes in complete transparency in all financial dealings.
Background
Founded in 1998, SPEIGHT ASSET MANAGEMENT, LLC has over 20 years of experience in providing expert financial advice and management. The firm’s founder, John Speight, has over three decades of experience in the financial industry and leads a team of dedicated advisors who are committed to helping clients achieve their financial goals.
Through their years of experience, the firm has built a strong reputation for professionalism and integrity, earning the trust and loyalty of their clients.
Financial Advisor Disclosures to Know
– The firm is a registered investment advisor with the Securities and Exchange Commission (SEC).
– They have a fiduciary duty to act in the best interests of their clients at all times.
– Some of the firm’s advisors may also be licensed insurance agents, but this is disclosed to clients upfront.
– The firm is not affiliated with any broker-dealer, ensuring that there are no conflicts of interest when managing client assets.
As a financial expert with a proven track record of success, SPEIGHT ASSET MANAGEMENT, LLC is a top choice for individuals and businesses seeking reliable and personalized financial management services.