How does the advisor help clients – Key Takeaways:
TEALWOOD ASSET MANAGEMENT provides comprehensive financial planning and investment management services to clients, helping them achieve their financial goals and build long-term wealth. With a team of experienced advisors and a broad range of financial services, TEALWOOD ASSET MANAGEMENT is equipped to assist clients at every stage of their financial journey.
Facts and Insights
TEALWOOD ASSET MANAGEMENT was founded in 1987 and has been in business for over 30 years. They have a team of 25 advisors and manage over $3 billion in assets for their clients. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial life to create personalized strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 1987 | 25 | $3 billion |
Source: SEC.gov
Financial Services Offered
TEALWOOD ASSET MANAGEMENT offers a wide range of financial services to help clients achieve their unique financial goals. Some of the services include:
- Investment management
- Financial planning
- Tax planning
- Retirement planning
- Estate planning
Client Types
TEALWOOD ASSET MANAGEMENT works with a diverse range of clients, including individuals, families, and small business owners. They also specialize in serving high-net-worth individuals and institutions, providing customized solutions to match each client’s unique financial needs and goals.
Fees & Compensation
TEALWOOD ASSET MANAGEMENT charges a fee based on a percentage of a client’s assets under management. This fee structure aligns the advisor’s interests with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s portfolio. The firm also offers hourly financial planning services for clients who prefer a more transactional approach.
Background
The team at TEALWOOD ASSET MANAGEMENT is made up of experienced and knowledgeable professionals who are dedicated to providing exceptional service and guidance to their clients. The firm has a strong commitment to upholding ethical and fiduciary standards in all aspects of their business, ensuring that client interests always come first.
Financial Advisor Disclosures to Know
As a registered investment advisor, TEALWOOD ASSET MANAGEMENT is required to disclose any potential conflicts of interest to their clients. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission and available upon request.