How does the advisor help clients – Key Takeaways:
How does the advisor help clients – Key Takeaways:
Tempus Asset Management is a highly reputable financial firm that specializes in providing expert financial advice and management services to its clients. With a team of experienced and knowledgeable advisors, the firm is able to effectively guide clients towards achieving their financial goals and managing their assets.
Facts and Insights:
Below are some key facts and insights about Tempus Asset Management:
{table:
| Fiscal Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $500 million | 15 | 10 years |
| 2019 | $400 million | 12 | 9 years |
| 2018 | $350 million | 10 | 8 years |
}
These numbers show a steady growth in assets under management and number of advisors over the years, showcasing the firm’s ability to continuously attract and retain clients.
Financial Services Offered:
Tempus Asset Management offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and more. Clients can also opt for a personalized financial plan, tailored to their specific needs and goals.
Client Types:
The firm serves a diverse range of clients, including high net worth individuals, families, and institutional clients. Each client receives personalized attention and a customized financial plan based on their unique financial situation.
Fees & Compensation:
Tempus Asset Management is a fee-only firm, which means it earns its compensation solely through client fees. This ensures that the firm’s interests are aligned with those of its clients, as the advisors are not incentivized by product sales or commissions.
Background:
Tempus Asset Management was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He built the firm with the goal of providing clients with objective and unbiased financial advice, free from conflicts of interest.
Financial Advisor Disclosures to Know:
Like all financial advisors, Tempus Asset Management is required to disclose any potential conflicts of interest or disciplinary actions on their regulatory filings. Clients can access this information through the Securities and Exchange Commission (SEC) and Financial Industry Regulatory Authority (FINRA) websites.
Overall, Tempus Asset Management’s strong track record, wide range of services, and client-centric approach make it a top choice for clients looking for a reliable and trustworthy financial advisor.