How does the advisor help clients – Key Takeaways:
ABOUND WEALTH STRATEGIES is a financial advisory firm that specializes in providing personalized wealth management strategies for individuals and businesses. With a team of experienced advisors, they work closely with their clients to understand their financial goals and create customized solutions to help them achieve success. Their expertise in financial planning, investment management, and risk management makes them a trusted partner for all of their clients’ financial needs.
Facts and Insights
Founded in 2010, ABOUND WEALTH STRATEGIES has quickly established a reputation for providing top-notch financial services to their clients. They currently manage over $500 million in assets and have a team of 8 advisors who have a combined total of 50 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (in millions) | Number of Advisors | Years in Business |
|---|---|---|
| $500 | 8 | 10 |
Financial Services Offered
ABOUND WEALTH STRATEGIES offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Financial planning
- Tax planning
- Estate planning
- Risk management
- Insurance strategies
Client Types
ABOUND WEALTH STRATEGIES serves a variety of clients including individuals, families, and businesses. They work closely with each client to develop a personalized financial plan that aligns with their specific goals and objectives.
Fees & Compensation
ABOUND WEALTH STRATEGIES believes in transparency when it comes to fees and compensation. They charge a fee based on a percentage of assets under management, and this fee is determined based on the complexity and size of the client’s portfolio. They do not receive any commissions or third-party payments, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The team at ABOUND WEALTH STRATEGIES consists of highly skilled and experienced financial advisors who hold various certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Private Wealth Advisor (CPWA). They also believe in ongoing education and training to stay up-to-date with the ever-changing financial landscape.
Financial Advisor Disclosures to Know
As a registered investment advisor, ABOUND WEALTH STRATEGIES has a fiduciary duty to act in the best interest of their clients. This means they are legally obligated to provide unbiased and transparent advice, and to always put their clients’ interests above their own. They have no disclosures to report, indicating their commitment to maintaining the highest ethical standards.