How does the advisor help clients – Key Takeaways:
American Wealth Administration Group LLC provides financial advice and management services to help clients achieve their financial goals. With a team of experienced advisors, they offer personalized strategies and solutions to meet the unique needs of each client.
Facts and Insights
Founded in 2002, American Wealth Administration Group LLC has over 19 years of experience in the financial industry. They have continuously expanded their services and team, now serving clients in over 25 states.
According to publicly available data, the firm manages over $1.5 billion in assets and has a team of 23 advisors. They have a strong focus on client relationships and are committed to staying current with industry trends and changes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1.5 billion |
|---|---|
| Number of Advisors | 23 |
| Years in Business | 19+ |
Financial Services Offered
American Wealth Administration Group LLC offers a range of financial services to help clients grow and protect their assets. These services include:
- Investment management
- Retirement planning
- Estate planning
- Wealth transfer strategies
- Insurance analysis and recommendations
- Tax planning
Client Types
The firm’s clients include individuals, families, and small business owners. They work closely with each client to understand their unique financial goals and develop a personalized plan to help them achieve them.
Fees & Compensation
American Wealth Administration Group LLC charges a fee based on a percentage of assets under management, which ranges from 0.25% to 2.00% depending on the size of the account. They do not receive any additional compensation from third-party products, providing transparency and aligning their interests with their clients’.
Background
The team at American Wealth Administration Group LLC is comprised of experienced financial advisors with a wide range of expertise and backgrounds. They are committed to ongoing education and training to ensure they are providing the best possible advice and solutions to their clients.
Financial Advisor Disclosures to Know
As a fiduciary, American Wealth Administration Group LLC is legally bound to act in the best interest of their clients. They do not have any legal or disciplinary disclosures to report, demonstrating their commitment to ethical and responsible financial practices.