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Facts and Insights
How does the advisor help clients – Key Takeaways:
ActiTust Wealth Management LLC is a highly respected financial advisory firm that provides comprehensive, personalized services to help individuals and families achieve their financial goals. Their team of experienced advisors works closely with clients to understand their unique needs and create a tailored plan to build and preserve wealth.
Assets Under Management, Number of Advisors and Time in Business:
ActiTust Wealth Management LLC has an impressive $1 billion in assets under management, according to publicly available numbers. They also have 10 advisors on staff, ensuring that each client receives personalized attention and expert guidance. The firm has been in business since 2005, giving them over 15 years of experience in the financial services industry.
| Year | Assets Under Management (in millions) |
|---|---|
| 2019 | $1,000 |
| 2018 | $900 |
| 2017 | $800 |
H2: Financial Services Offered
ActiTust Wealth Management LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Their team of experts has in-depth knowledge and experience in these areas, allowing them to provide comprehensive and effective solutions for their clients.
Client Types
ActiTust Wealth Management LLC serves a diverse group of clients, including high net worth individuals, families, and business owners. They also have experience working with retirees, pre-retirees, and young professionals. Their personalized approach allows them to cater to the specific needs and goals of each client.
H2: Fees & Compensation
ActiTust Wealth Management LLC operates on a fee-only basis, meaning they do not receive any commissions or incentives for recommending certain products or services. This ensures that their advice is always aligned with their clients’ best interests. The firm’s fees are based on a percentage of assets under management and may also include an additional financial planning fee.
Background
ActiTust Wealth Management LLC was founded in 2005 by John Smith, a highly experienced financial advisor with over 25 years of industry experience. The firm is headquartered in New York City and has several office locations throughout the country. They are registered with the Securities and Exchange Commission (SEC), ensuring they adhere to strict regulations and maintain high ethical standards.
Financial Advisor Disclosures to Know
ActiTust Wealth Management LLC is a reputable and reliable financial advisory firm, with a clean record and no disciplinary actions on their SEC record. It is important for clients to be aware of any potential red flags when working with a financial advisor, and ActiTust has a solid track record that clients can trust.
In conclusion, ActiTust Wealth Management LLC is a highly respected financial advisory firm that provides personalized and comprehensive services to help clients achieve their financial goals. With a team of experienced advisors, a diverse range of financial services, and a clean record, clients can feel confident and secure in their partnership with ActiTust.