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About ACTIVE WEALTH MANAGEMENT LLC
ACTIVE WEALTH MANAGEMENT LLC is a leading financial advisory firm that specializes in providing comprehensive wealth management services to its clients. With over 20 years of experience in the financial industry, the firm has established itself as a trusted and reliable partner for individuals and businesses seeking expert financial guidance.
How does the advisor help clients – Key Takeaways:
- Provides personalized and customized financial plans to meet clients’ needs and goals
- Offers a broad range of financial services, including investment management, retirement planning, and insurance planning
- Utilizes advanced technology and market research to make informed investment decisions
- Emphasizes on long-term strategies and risk management
- Regularly communicates with clients to provide updates and make necessary adjustments to their plans
Facts and Insights
Here are some facts and insights about ACTIVE WEALTH MANAGEMENT LLC:
| Assets Under Management | Number of Advisors | Years of Experience |
|---|---|---|
| $500 million | 10 | 20+ |
Financial Services Offered
ACTIVE WEALTH MANAGEMENT LLC offers a wide range of financial services, tailored to meet the individual needs and goals of each client:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse group of clients, including:
- Individuals
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
ACTIVE WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning they do not receive commissions or sell products for their own gain. This ensures that their interests are aligned with their clients and they always act in their best interest. The firm’s fees are based on a percentage of the assets under management, allowing for a transparent and fair compensation structure.
Background
The firm’s team of experienced advisors are dedicated to providing exceptional service and building long-term relationships with their clients. Their expertise and passion for finance make them a valuable asset for clients seeking to grow and manage their wealth.
Financial Advisor Disclosures to Know
In the interest of transparency, here are some important disclosures to know about ACTIVE WEALTH MANAGEMENT LLC:
- The firm has no disciplinary history in the past 10 years
- The firm does not have any conflicts of interest with their clients
- There may be potential conflicts of interest related to the firm’s business relationships, but they are disclosed and managed appropriately