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How does the advisor help clients – Key Takeaways:
Willis Johnson & Associates, Inc. is a financial advisory firm that provides personalized services to help clients achieve their financial goals. The firm’s team of advisors have years of experience and expertise in various financial areas, and they work closely with clients to create customized plans that suit their unique needs and situations.
Facts and Insights
Here are some key facts and insights about Willis Johnson & Associates, Inc.:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Willis Johnson & Associates, Inc. offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse group of clients, including individuals, families, and businesses. Their team of advisors has the knowledge and expertise to cater to the needs of different types of clients, from young professionals to retirees.
Fees & Compensation
The firm follows a fee-based model, meaning they charge a fee based on a percentage of the client’s assets under management. This ensures that their interests are aligned with their clients’, as the more their clients’ assets grow, the more the firm earns. The fee structure is transparent and fully disclosed to clients before any engagement.
Background
Willis Johnson & Associates, Inc. was founded by Willis Johnson, a highly experienced and knowledgeable financial advisor. With over 25 years of experience in the financial industry, Johnson leads a team of talented advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Willis Johnson & Associates, Inc. is required to disclose any potential conflicts of interest and any disciplinary actions taken against them. Currently, the firm has a clean record, with no disclosures to report.