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How does the advisor help clients – Key Takeaways:
ST. JOSEPH INVESTMENT MANAGEMENT, LLC is a reputable financial management firm that has been providing expert advice and services to clients for many years. The firm has a team of experienced advisors who are dedicated to helping clients achieve their financial goals and secure their financial future.
The advisor offers a range of financial services to clients, including investment management, financial planning, retirement planning, and tax planning. They also work with clients to develop personalized investment strategies that align with their risk tolerance and financial objectives.
At ST. JOSEPH INVESTMENT MANAGEMENT, LLC, the client always comes first. The advisors prioritize client satisfaction and strive to build long-term relationships based on trust and integrity. They are committed to providing clients with personalized attention and tailored solutions to meet their unique financial needs.
Facts and Insights:
As of 2021, ST. JOSEPH INVESTMENT MANAGEMENT, LLC has over $500 million in assets under management. The firm has a team of 10 experienced advisors who are well-versed in various financial strategies and investment products.
The advisors at ST. JOSEPH INVESTMENT MANAGEMENT, LLC have an average of 15 years of experience in the financial industry. This experience, combined with their knowledge and expertise, allows them to provide clients with valuable insights and guidance when making financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management ($) | Number of Advisors | Time in Business (Years) |
|---|---|---|
| Over $500 million | 10 | 12 |
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
Client Types:
ST. JOSEPH INVESTMENT MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, and businesses. The advisors have experience working with clients in various industries and at different stages of their financial journey.
Fees & Compensation:
The advisors at ST. JOSEPH INVESTMENT MANAGEMENT, LLC are fee-only, which means they do not earn commissions from selling investment products. Instead, they charge a percentage of the client’s assets under management as their fee.
The fee structure is transparent, and the advisors strive to keep fees reasonable and competitive. They believe that this fee structure aligns their interests with their clients’ and ensures that they are always working in the client’s best interest.
Background:
ST. JOSEPH INVESTMENT MANAGEMENT, LLC was established in 2009 and is headquartered in St. Joseph, Missouri. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent Registered Investment Advisor (RIA).
Financial Advisor Disclosures to Know:
As a registered investment advisor, ST. JOSEPH INVESTMENT MANAGEMENT, LLC is required to disclose any legal or disciplinary events that may impact their ability to provide financial advice.
At the time of writing, there are no disclosures listed for ST. JOSEPH INVESTMENT MANAGEMENT, LLC on the SEC’s website or other reputable sources.
In conclusion, ST. JOSEPH INVESTMENT MANAGEMENT, LLC is a highly reputable financial management firm that offers a wide range of services to help clients achieve their financial goals. With experienced advisors, a transparent fee structure, and a commitment to client satisfaction, the firm is a trusted partner for individuals and businesses seeking financial guidance and support.