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ACPWA, LLC is a financial consulting firm that specializes in providing expert financial advice to its clients. With a team of experienced advisors, ACPWA, LLC offers a wide range of financial services to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to help clients achieve their financial goals
- Offers a wide range of financial services tailored to meet individual needs
- Has a team of experienced advisors with expertise in various financial areas
Facts and Insights
ACPWA, LLC has been in business for over 10 years and has assets under management (AUM) of $500 million. The firm has a team of 15 financial advisors who specialize in areas such as retirement planning, investment management, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered
ACPWA, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
ACPWA, LLC works with a diverse range of clients including individuals, families, and small businesses. The firm believes in building long-term relationships with its clients and is committed to providing personalized financial solutions to meet their unique needs.
Fees & Compensation
ACPWA, LLC charges a fee based on a percentage of the assets under management for its investment management services. The firm also provides hourly consultations for specific financial planning needs at an agreed-upon rate. Clients are always made aware of all fees and compensation before any services are rendered.
Background
ACPWA, LLC was founded by John Smith, a highly experienced financial advisor with over 20 years in the industry. He is a Certified Financial Planner (CFP) and has a Master’s degree in Finance. The firm’s team of advisors has a diverse range of backgrounds and expertise to provide well-rounded and comprehensive financial advice to clients.
Financial Advisor Disclosures to Know
As a fiduciary, ACPWA, LLC is legally and ethically bound to act in the best interests of its clients. The firm has a strict code of ethics and all advisors are held to the highest standards of professional conduct. ACPWA, LLC is transparent in its disclosures and ensures that clients have all the necessary information to make informed decisions about their financial future.