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How does the advisor help clients – Key Takeaways:
Total Assets Management, Inc. (TAM) provides comprehensive financial management services to clients in need of expert guidance and support in managing their assets. With a team of highly qualified advisors and a proven track record of success, TAM is dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights:
TAM has been in business for over 15 years, helping individuals and businesses achieve financial stability and success. With a strong focus on building long-term relationships with clients, TAM offers personalized and tailored solutions to meet each client’s unique needs and goals.
TAM prides itself on its comprehensive and transparent approach to asset management. With a deep understanding of the markets and current financial trends, TAM advisors are able to provide valuable insights and guidance to clients, helping them make informed decisions and navigate the complexities of the financial world.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 15 years |
Financial Services Offered:
TAM offers a wide range of financial services to help clients achieve their goals and secure their financial future. These services include investment management, retirement planning, tax planning, and estate planning. Each service is tailored to meet the specific needs of each client, with the ultimate goal of maximizing returns and minimizing risk.
Client Types:
TAM works with a diverse range of clients, including individuals, families, and businesses. The company’s client base includes professionals, entrepreneurs, and high-net-worth individuals. TAM’s personalized approach allows for effective communication and understanding of each client’s unique financial situation, ensuring that their goals and objectives are met.
Fees & Compensation:
TAM operates on a fee-only basis, meaning that they do not earn commissions from the sale of financial products. This aligns the interests of the advisors with those of their clients, as they are not incentivized to promote certain products over others. Fees are based on a percentage of assets under management, ensuring that advisors only earn when their clients’ assets grow in value.
Background:
TAM was founded in 2006 by a team of experienced financial advisors with a passion for helping clients achieve their financial goals. Since then, the company has expanded and grown, but their core values of integrity, transparency, and client-centered approach remain at the forefront of their operations.
Financial Advisor Disclosures to Know:
TAM is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that they are held to strict fiduciary standards and are required to act in the best interests of their clients at all times. Additionally, all TAM advisors are required to disclose any potential conflicts of interest and provide full transparency in their services and fees.