How does the advisor help clients – Key Takeaways:
- TMC Associates LLC provides expert financial advice to its clients.
- With years of experience, the company has developed a strong reputation in the industry.
- The team of professionals at TMC Associates LLC is dedicated to helping clients achieve their financial goals.
Facts and Insights:
- TMC Associates LLC was founded in 2005 and has been in business for 15 years.
- The firm currently has $500 million in assets under management.
- There are 20 advisors on the team, each with their own unique set of skills and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2015 | $200 million | 10 |
| 2020 | $500 million | 20 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance solutions
- Business planning
Client Types:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
- Families
Fees & Compensation:
- TMC Associates LLC is a fee-only firm, which means they do not receive commissions or third-party kickbacks.
- Fees are based on a percentage of assets under management, making them invested in their clients’ success.
- The fee structure is transparent and easy to understand.
- Clients can expect personalized services and tailored investment strategies.
Background:
TMC Associates LLC was founded by a team of experienced financial advisors who shared a common goal – to provide top-quality financial planning and guidance to clients. With a combined experience of over 50 years, the team at TMC Associates LLC has the knowledge and expertise to guide clients towards their financial goals.
Financial Advisor Disclosures to Know:
- TMC Associates LLC has a clean compliance record, with zero regulatory actions or complaints.
- All advisors are properly registered and licensed with the necessary regulatory agencies.
- Client interests always come first, and TMC Associates LLC adheres to the fiduciary standard.
- Any potential conflicts of interest are promptly disclosed to clients.