JLM Advisors
About
Focused on individuals, families, business owners as well as non profits.
I am extremely passionate about protecting and ensuring my clients have the ability to maintain income and transfer wealth to future generations. Capital preservation of principle investments, and growth of portfolio assets is paramount. We work an open architecture platform with custodians such as Charles Schwab, Fideity, Etrade, TD Amertitrade and Interactive Brokers.
My fee based model is directly tied to my clients success.
I am passionate about my clients and serving others. The money management strategies that we provide along woth customized plans for individuals and businesses are focused on wealth preservation, growth and income.
the better you do the better we do.
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Frequently asked questions
What is your typical process for working with a new customer?
Initial meeting
Fact Finding
Plan Design
Review/Aproval
Implementation
What education and/or training do you have that relates to your work?
With an MBA and well over 19 years of financial services,money management and business consulting experience. My clients are able to enjoy the piece of mind that comes by having a trusted advisor who enjoys and has the know how to assit from novice first time plans, to complex multi disciplinary family office environment coordinating complex teams of experts for high net worth clients.
I take pride in helping my clients from beginners to experts to achieve their goals.
Do you have a standard pricing system for your services? If so, please share the details here.
.50- 2.25 AUM fee based systems.
How did you get started in this business?
After being a management consultant for business owners I saw the need for a fiduciary wealth amanger to work in my vlients best intrest not in the best interest of any institution.
What types of customers have you worked with?
Insividuals
families
non profits
Sole-propietors
corporations
limited liability Corportatiom
Limites Liability Partnerships
Describe a recent event you are fond of.
I am extremely fund of taking part in the development of a non profit perpetual giving fund that has established a network of "Angels" in Latin American and Caribbean that help raise donations and provides grants to help facilitate acts of kindness worldwide.
What advice would you give a customer looking to hire a pro in your area of expertise?
This is a long lasting relationship that could be generational. Make sure you both wnjoy each others company and that you feel that the person providing advice is genuine.
Needlesyto say has the know how or access to the experts with the know how.
What questions should customers think through before talking to pros about their needs?
Compatibility
Experience
expectations
Risk