How does the advisor help clients – Key Takeaways:
WHITE MCGOWAN is a financial advisory firm that focuses on providing expert financial advice and services to its clients. WHITE MCGOWAN prides itself on its team of experienced financial advisors who are dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
WHITE MCGOWAN is committed to staying informed and up-to-date on the latest trends and developments in the financial industry. By constantly gathering and analyzing data and market insights, WHITE MCGOWAN is able to provide clients with informed and strategic financial advice that is tailored to their specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 25+ years |
Financial Services Offered
WHITE MCGOWAN offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and more. Their team of expert advisors have the knowledge and expertise to help clients navigate the complex world of finance and make sound financial decisions for their future.
Client Types
WHITE MCGOWAN serves a diverse range of clients, including individuals, families, and small businesses. They understand that each client is unique and has different financial goals, and they strive to provide individualized solutions that cater to each client’s specific needs and circumstances.
Fees & Compensation
WHITE MCGOWAN operates on a fee-based compensation model, which means they receive a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as the advisors are motivated to help clients grow their assets through sound financial management.
Background
WHITE MCGOWAN was founded in 1995 and has been providing expert financial advice and services to clients for over 25 years. The firm has a team of highly trained and experienced advisors who bring a diverse range of backgrounds and expertise to the table. This allows WHITE MCGOWAN to offer well-rounded and comprehensive financial solutions to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WHITE MCGOWAN adheres to strict regulations and is required to provide certain disclosures to clients. These include potential conflicts of interest, fees and compensation, and any disciplinary actions or legal disputes that may have been taken against the firm or its advisors.