How does the advisor help clients – Key Takeaways:
The LINKOUS GROUP, LTD. is a leading financial advisory firm that specializes in helping clients achieve their financial goals. The firm prides itself on its strong commitment to personalized service and transparency, and its team of experts works closely with clients to develop customized strategies based on their unique financial needs and objectives. With a wealth of experience and a deep understanding of the financial world, the advisors at THE LINKOUS GROUP, LTD. are well-equipped to guide clients towards financial success.
Facts and Insights
Founded in 2005, THE LINKOUS GROUP, LTD. has been providing exceptional financial services to clients for over 15 years. The firm has a team of highly qualified financial advisors who are dedicated to helping clients build and preserve their wealth. As of 2020, the firm manages over $2 billion in assets under management and has a team of over 100 advisors spread across its multiple offices.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 100+ |
Financial Services Offered
THE LINKOUS GROUP, LTD. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, and estate planning. The firm’s team of experts is well-versed in all aspects of financial planning and uses a comprehensive approach to help clients achieve their short-term and long-term financial goals.
Client Types
The firm primarily serves high-net-worth individuals, families, and business owners. However, the advisors at THE LINKOUS GROUP, LTD. also work with clients from all walks of life, including retirees, professionals, and young individuals looking to grow their wealth.
Fees & Compensation
THE LINKOUS GROUP, LTD. uses a fee-only compensation structure, which means the firm does not earn any commissions or fees from the products it recommends. This ensures that the advisors’ recommendations are always aligned with clients’ best interests, and there are no conflicts of interest. The firm also provides transparent fee schedules and keeps clients informed about any changes in fees or compensation.
Background
The founder and CEO of THE LINKOUS GROUP, LTD., John Linkous, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and holds multiple other certifications, including Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). The firm’s team of advisors also comprises highly qualified and experienced professionals who undergo continuous training to stay updated with the latest industry trends.
Financial Advisor Disclosures to Know
The advisors at THE LINKOUS GROUP, LTD. adhere to the highest ethical standards and are required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Disclosure Document, which is available on its website or by request. The firm also has a robust compliance program in place to ensure that all advisors comply with regulatory requirements and uphold the firm’s values.