How does TIM REEVES & ASSOCIATES help clients – Key Takeaways:
TIM REEVES & ASSOCIATES is a full-service financial advisory firm that provides expert advice and guidance to individuals, families, and businesses. Their team of experienced advisors serve as trusted financial partners to their clients, helping them achieve their financial goals through personalized strategies and comprehensive services.
Facts and Insights
Here are some key facts and insights about TIM REEVES & ASSOCIATES:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
TIM REEVES & ASSOCIATES offers a wide range of financial services to help their clients achieve their goals. These services include:
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
- Insurance services
Client Types
TIM REEVES & ASSOCIATES serves a diverse group of clients including:
- Individuals and families
- High net worth individuals
- Small business owners
- Retirees
- Professionals
- Executives
Fees & Compensation
As a fee-only advisory firm, TIM REEVES & ASSOCIATES is committed to providing transparent and unbiased advice to their clients. They charge a percentage of the assets under management as their fee, ensuring that their interests align with their clients’ goals.
Background
TIM REEVES & ASSOCIATES was founded by Tim Reeves, a financial expert with over 30 years of experience in the industry. He and his team of advisors have a deep understanding of the ever-changing financial landscape and are dedicated to helping their clients navigate it successfully.
Financial Advisor Disclosures to Know
It’s important for clients to have all the necessary information about their financial advisors. Here are some important disclosures to know about TIM REEVES & ASSOCIATES:
- The firm has a clean record with no regulatory actions or disciplinary events
- No conflicts of interest were reported in their most recent filing with the Securities and Exchange Commission (SEC)
- The firm is committed to acting in the best interests of their clients and adheres to strict ethical standards