How does the advisor help clients – Key Takeaways:
When it comes to managing wealth, it is important to have a knowledgeable and experienced financial expert on your side. YOAKUM WEALTH MANAGEMENT offers a wide range of financial services tailored to the specific needs and goals of each client. With their expertise and guidance, clients can navigate the complexities of the financial world and make informed decisions for their financial future.
Facts and Insights
YOAKUM WEALTH MANAGEMENT has been in the business for over 20 years, providing expert financial advice and management services. In that time, they have amassed a significant amount of assets under management, currently overseeing a portfolio of over $500 million. Their team of advisors consists of highly qualified and experienced professionals who have a deep understanding of the financial market and are dedicated to helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered
YOAKUM WEALTH MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. These services include portfolio management, retirement planning, estate planning, tax planning, and insurance and risk management. Their team of advisors works closely with each client to develop a tailored financial plan that aligns with their unique goals and needs.
Client Types
YOAKUM WEALTH MANAGEMENT serves a diverse range of clients, including individuals, families, small businesses, and corporations. They understand that each client has different financial needs and goals, and they take the time to understand each client’s situation to provide personalized financial advice and solutions.
Fees & Compensation
YOAKUM WEALTH MANAGEMENT operates on a fee-based model, which means they are compensated based on a percentage of assets under management. This aligns their interests with those of their clients, as the more their clients’ assets grow, the more they earn. This fee structure also removes any potential conflicts of interest and ensures that YOAKUM WEALTH MANAGEMENT is always acting in their clients’ best interests.
Background
YOAKUM WEALTH MANAGEMENT was founded over 20 years ago by John Yoakum, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. Prior to starting the firm, John had a successful career at a major financial institution, where he honed his skills and expertise in portfolio management and financial planning. He brings this wealth of knowledge and experience to every client relationship at YOAKUM WEALTH MANAGEMENT.
Financial Advisor Disclosures to Know
At YOAKUM WEALTH MANAGEMENT, transparency is key. They are committed to providing clear and upfront information about their fees, services, and potential conflicts of interest. As a fiduciary, they are legally required to act in their clients’ best interests at all times. Additionally, their team of advisors must adhere to strict regulatory requirements and undergo regular training to ensure they are providing the highest level of service and advice to their clients.