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How does the advisor help clients – Key Takeaways:
ACT WEALTH MANAGEMENT, LLC provides expert financial advice and services to its clients. They aim to help clients achieve their financial goals through personalized and tailored solutions.
Facts and Insights:
ACT WEALTH MANAGEMENT, LLC is a financial firm that has been in business for over 10 years. They have a team of experienced and knowledgeable advisors who guide their clients through different financial decisions. Currently, the firm manages over $500 million in assets and has a team of 20 advisors nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 10 years |
Financial Services Offered:
ACT WEALTH MANAGEMENT, LLC offers a wide range of financial services to its clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. They also provide specialized services such as education funding and charitable giving planning.
Client Types:
The firm works with a diverse group of clients, including high net worth individuals, families, and businesses. They also cater to different types of investors, from conservative to aggressive, and adapt their strategies to meet their clients’ specific needs and risk tolerance.
Fees & Compensation:
The fees for services provided by ACT WEALTH MANAGEMENT, LLC are based on a percentage of the assets under their management. This is a fee-only firm, meaning they do not receive any commissions or compensation from third-party products or services. This eliminates any potential conflicts of interest and ensures that the clients’ goals are the top priority.
Background:
The team at ACT WEALTH MANAGEMENT, LLC has a combined experience of over 100 years in the financial industry. They constantly strive to stay up-to-date with the latest financial strategies and trends, ensuring their clients receive the most comprehensive and relevant advice. The firm also operates with a client-centric approach, putting the clients’ needs and goals first.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is essential to be aware of any potential conflicts of interest or past disciplinary actions. ACT WEALTH MANAGEMENT, LLC operates with complete transparency and is committed to disclosing any potential conflicts and disciplinary actions to their clients. They prioritize building long-term relationships with their clients, based on trust and mutual respect.