How does the advisor help clients – Key Takeaways:
AGEWELL HOLDINGS, LLC acts as a financial expert, providing a range of services to help clients achieve their financial goals. Their team of experienced and knowledgeable advisors work closely with clients to understand their unique needs and develop personalized strategies to meet their objectives. Through their comprehensive financial planning approach, AGEWELL HOLDINGS, LLC helps clients navigate through the complexities of the financial world and make informed decisions about their money.
Facts and Insights
AGEWELL HOLDINGS, LLC has been in business for over 15 years, serving clients nationwide. Their team of advisors manages over $500 million in assets and is dedicated to providing top-notch financial guidance to their clients. They have a proven track record of helping individuals and families reach their financial goals and achieve long-term financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15+ years |
Financial Services Offered
AGEWELL HOLDINGS, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, insurance solutions, and more. They take a holistic approach to financial planning, considering all aspects of a client’s financial life to create a comprehensive and customized strategy.
Client Types
AGEWELL HOLDINGS, LLC serves a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and goals and tailor their services accordingly to help them achieve financial success.
Fees & Compensation
AGEWELL HOLDINGS, LLC operates on a fee-only basis, meaning they do not receive commissions from financial products or transactions. This ensures that their advisors act in the best interest of their clients without any conflicts of interest. The fees are transparent and based on a percentage of the assets under management, making their services accessible and aligned with their clients’ success.
Background
AGEWELL HOLDINGS, LLC was founded by a team of experienced financial advisors who saw the need for personalized and comprehensive financial planning services. They have built a strong reputation in the industry for their expertise, integrity, and commitment to their clients’ financial well-being.
Financial Advisor Disclosures to Know
As financial experts, AGEWELL HOLDINGS, LLC understands the importance of transparency and open communication with their clients. They have a strict disclosure policy, and their advisors are required to provide any potential conflicts of interest or disclosures related to a client’s investments. This ensures that clients have all the information needed to make informed decisions about their money.