WILKISON INVESTMENT SERVICES, LLC.
WILKISON INVESTMENT SERVICES, LLC. is a highly reputable financial services firm that has been helping clients achieve their financial goals for over 10 years. They offer a wide range of financial services to individuals and businesses, and have a team of experienced advisors who are dedicated to providing expert guidance and personalized solutions to each and every client.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance
- Personalized solutions
- Wide range of financial services
- Experienced advisors
- Over 10 years in business
Facts and Insights
WILKISON INVESTMENT SERVICES, LLC. prides itself on providing clients with reliable, fact-based insights to help them make informed financial decisions. Their team stays up-to-date on market trends and industry news, and uses their expertise to analyze the data and provide valuable insights to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 10 years |
Financial Services Offered
WILKISON INVESTMENT SERVICES, LLC. offers a comprehensive range of financial services to meet all of their clients’ needs. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- And more
Client Types
WILKISON INVESTMENT SERVICES, LLC. works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
- High-net worth individuals
- And more
Fees & Compensation
WILKISON INVESTMENT SERVICES, LLC. is committed to transparency when it comes to their fees and compensation. They believe that their clients should know what they are paying for and why. The firm charges a percentage-based fee for assets under management, and also offers fee-only services for financial planning and consulting.
Background
WILKISON INVESTMENT SERVICES, LLC. was founded in 2009 by John Wilkison, a highly experienced financial advisor with over 20 years of industry experience. John and his team have a deep understanding of the financial markets and are dedicated to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
WILKISON INVESTMENT SERVICES, LLC. is committed to complete transparency and disclosure to their clients. They adhere to all regulations and licensing requirements, and provide clients with all necessary disclosures and documents before any agreement is made.