<!–
How does the advisor help clients – Key Takeaways:
The Innes Associates, Ltd. is a premier financial advisory firm that specializes in providing expert and personalized financial services to clients. With years of experience and a team of highly trained professionals, they are equipped to help clients reach their financial goals and navigate the complex world of finances.
Facts and Insights
The following table showcases the key facts and insights about The Innes Associates, Ltd. that sets them apart from other financial advisory firms.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 15 years |
Financial Services Offered
The Innes Associates, Ltd. offers a wide range of financial services to their clients including:
- Retirement Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Risk Management
- Education Funding
- Debt Management
Client Types
The Innes Associates, Ltd. caters to a diverse range of clients, including:
- Individuals
- High Net Worth Individuals
- Business Owners
- Executives
- Retirees
Fees & Compensation
The fees and compensation structure at The Innes Associates, Ltd. is based on a percentage of assets under management and varies based on the services provided and the complexity of the client’s financial situation. The firm believes in complete transparency and discloses all fees and charges upfront to their clients.
Background
The Innes Associates, Ltd. was founded in 2006 by John Innes, a highly experienced and respected financial advisor in the industry. The firm is dedicated to providing personalized and unbiased financial advice to their clients and has built a strong reputation for their commitment to excellence.
Financial Advisor Disclosures to Know
Before working with a financial advisor, it is important to know about any disclosures or disciplinary actions that may have been taken against them. The following are the disclosures for The Innes Associates, Ltd. as per the U.S. Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA):
- No SEC or FINRA disclosures
<!–
–>