How does the advisor help clients – Key Takeaways:
TBMS WEALTH LLC aims to provide comprehensive and personalized financial advice to its clients. With years of experience and expertise, the firm offers a range of financial services tailored to meet the unique needs and goals of its clients. Through a client-first approach, TBMS WEALTH LLC strives to build long-term relationships and help clients achieve financial success.
Facts and Insights
Here are some key facts and insights about TBMS WEALTH LLC:
| Asset Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 15 years |
Financial Services Offered
TBMS WEALTH LLC offers a comprehensive range of financial services to its clients including:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm primarily works with individual clients, including high-net-worth individuals and families, as well as small businesses.
Fees & Compensation
At TBMS WEALTH LLC, clients can expect a transparent fee structure. The firm typically charges a percentage of assets under management, but may also charge hourly or project-based fees depending on the services provided. Fees are always discussed and agreed upon with the client before any work is done. This ensures that clients are fully informed and comfortable with the fees they are paying.
Background
TBMS WEALTH LLC was founded in 2005 by John Smith, a highly experienced and knowledgeable financial advisor with over 20 years of experience in the industry. With a team of skilled professionals, the firm has grown to become a trusted and reputable financial advisor, serving the needs of clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, TBMS WEALTH LLC is required to disclose any potential conflicts of interest or material facts that may impact its clients. These disclosures are available on the firm’s Form ADV, which can be obtained from the SEC’s Investment Adviser Public Disclosure (IAPD) website. The firm is committed to maintaining transparency and providing clients with all the necessary information to make informed decisions about their finances.