How does the advisor help clients – Key Takeaways:
ADES WEALTH MANAGEMENT INC. is a financial advisory firm that specializes in providing comprehensive wealth management services to clients. Their team of experienced advisors aim to help clients achieve their financial goals through personalized strategies and recommendations.
Facts and Insights
As of 2021, ADES WEALTH MANAGEMENT INC. has $1.2 billion in assets under management and has been in business for over 20 years. The firm has a team of 10 advisors who are dedicated to delivering the best financial solutions to their clients.
Having such a combination of assets under management and years of experience, ADES WEALTH MANAGEMENT INC. is well-equipped to provide financial advice and services that are tailored to every client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| ADES WEALTH MANAGEMENT INC. | |
|---|---|
| Assets Under Management | $1.2 billion |
| Number of Advisors | 10 |
| Years in Business | 20+ |
Financial Services Offered
ADES WEALTH MANAGEMENT INC. offers a wide range of financial services to help clients manage their wealth effectively. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
The firm also partners with other professionals, such as accountants and attorneys, to provide comprehensive financial planning and solutions to clients.
Client Types
ADES WEALTH MANAGEMENT INC. caters to individuals, families, and institutions, including businesses and non-profit organizations. The firm understands that each client has unique financial needs and goals, and they strive to provide tailored solutions for each client.
Fees & Compensation
ADES WEALTH MANAGEMENT INC. charges a percentage of assets under management as their fee, which varies depending on the services provided and the size of the client’s portfolio. The firm believes in transparent and fair fee structures and provides clients with a clear breakdown of all fees and services.
Background
ADES WEALTH MANAGEMENT INC. was founded in 2001 by Jane Adams, a highly experienced financial advisor. Jane wanted to create a firm that would focus on delivering exceptional financial services to individuals and businesses, with a strong emphasis on building long-term relationships based on trust and integrity.
Over the years, ADES WEALTH MANAGEMENT INC. has grown to become a trusted and reputable name in the financial advisory industry, known for its personalized approach and commitment to delivering the best results for clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, ADES WEALTH MANAGEMENT INC. is required by law to disclose any potential conflicts of interest or any disciplinary actions taken against the firm or its advisors. These disclosures are available to clients and can be found on the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).
The firm is committed to maintaining the highest ethical standards and always puts its clients’ interests first.