How does the advisor help clients – Key Takeaways:
As a financial expert, a key role of the team at 1823 WEALTH MANAGEMENT LLC is to provide personalized financial guidance to clients to help them achieve their financial goals and objectives. This is done through a collaborative and comprehensive approach, with a focus on building long-term relationships with clients.
Facts and Insights
1823 WEALTH MANAGEMENT LLC is a registered investment adviser, established in 2001. As of 2020, the firm has $2.5 billion in assets under management. The team consists of 4 advisors, providing a high level of personalized attention to each client. With over 19 years in business, the team has the expertise and experience to help clients navigate a wide range of financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 2001 |
|---|---|
| Assets Under Management | $2.5 billion |
| Number of Advisors | 4 |
Financial Services Offered
1823 WEALTH MANAGEMENT LLC offers a range of financial services, including investment management, retirement planning, estate planning, tax planning, and risk management. Their team of experts works with clients to create customized financial plans based on their individual needs and goals.
Client Types
The team at 1823 WEALTH MANAGEMENT LLC works with a diverse range of clients, including individuals, families, and small businesses. They understand that each client has unique financial circumstances, and they tailor their services to meet the specific needs of each client.
Fees & Compensation
1823 WEALTH MANAGEMENT LLC primarily charges a fee-based structure, which means their fees are based on a percentage of the assets they manage for clients. This fee-based structure ensures that the team is focused on helping clients grow their assets and achieve their long-term financial goals.
Background
The team at 1823 WEALTH MANAGEMENT LLC is made up of highly qualified and experienced financial professionals. They hold advanced degrees in finance, accounting, and financial planning, and have extensive experience in the financial industry.
Financial Advisor Disclosures to Know
1823 WEALTH MANAGEMENT LLC is a registered investment adviser, meaning they are held to the fiduciary standard, which requires that they act in the best interests of their clients at all times. This means that they must always put their clients’ needs and goals above their own.