Alvista Wealth Consulting, LLC: As an expert in the financial industry, Alvista Wealth Consulting, LLC provides top-notch services to their clients. Founded in 2005, the company has a team of experienced financial advisors who are dedicated to helping clients achieve their financial goals. They prioritize client satisfaction by providing personalized and comprehensive financial solutions.
How does the advisor help clients – Key Takeaways:
Alvista Wealth Consulting, LLC offers a wide range of services to their clients. These services are tailored to meet the individual needs and goals of each client. The key takeaways from their services are:
- Personalized financial solutions to meet specific goals and needs.
- Comprehensive financial planning for a secure financial future.
- Expertise in investment management to maximize returns.
- Assistance with retirement planning for a stress-free retirement.
- Insurance options to protect assets and loved ones.
Facts and Insights:
To get a better understanding of Alvista Wealth Consulting, LLC, let’s take a look at some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| Fiscal Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2019 | $250 million | 10 | 14 years |
| 2018 | $200 million | 9 | 13 years |
| 2017 | $175 million | 8 | 12 years |
As you can see, Alvista Wealth Consulting, LLC has a strong track record of managing assets for their clients and has been in business for over a decade. Their team of 10 advisors ensures that each client receives personalized attention and high-quality advice.
Financial Services Offered:
Alvista Wealth Consulting, LLC offers a wide range of financial services to meet the unique needs of their clients. These services include:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning and Management
- Insurance Solutions
- Cash Flow and Budgeting
Client Types:
Alvista Wealth Consulting, LLC serves a diverse group of clients including individuals, families, and businesses. Their services are tailored to meet the needs of each client, regardless of their financial situation or goals. They believe in building long-term relationships with their clients, helping them navigate through different life stages and financial challenges.
Fees & Compensation:
At Alvista Wealth Consulting, LLC, transparency is key. They are committed to providing their clients with clear and straightforward information about their fees and compensation. They offer two fee structures:
1. Asset-based Fee Structure:
This fee structure is based on a percentage of the client’s total assets under management. The fee typically ranges from 0.75% to 1.25% depending on the size of the account.
2. Hourly Fee Structure:
Clients can opt for an hourly fee structure for specific services such as financial planning, tax planning, or insurance analysis. The hourly rate varies depending on the complexity of the services provided.
Background:
Alvista Wealth Consulting, LLC was founded in 2005 by John Doe, a veteran financial advisor with over 30 years of experience. John saw the need for a client-focused financial firm that provides personalized and comprehensive solutions to help clients achieve their financial goals. Today, the company continues to grow and expand, always putting their clients first.
Financial Advisor Disclosures to Know:
As a responsible advisor, Alvista Wealth Consulting, LLC believes in transparency and disclosure. Here are a few important disclosures to know:
- Alvista Wealth Consulting, LLC is a registered investment advisor.
- The firm is a fiduciary, which means they have a legal and ethical obligation to act in the best interests of their clients.
- Some advisors may also be licensed insurance agents and may earn commissions for selling certain insurance products.
- Advis