How does the advisor help clients – Key Takeaways:
AMERITY WEALTH MANAGEMENT, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive strategies. Their team of experienced advisors provides expert guidance and resources to help clients make informed decisions about their finances.
Here are the key takeaways of how AMERITY WEALTH MANAGEMENT, LLC helps their clients:
- Offers personalized financial plans based on the client’s specific needs and goals
- Provides expert guidance and resources to help clients make informed decisions about their finances
- Utilizes a comprehensive approach to financial planning, considering all aspects of a client’s financial situation
- Offers a wide range of financial services to help clients reach their goals
- Values transparency and communication to ensure clients are informed and involved in the decision-making process
Facts and Insights
Here are some interesting facts and insights about AMERITY WEALTH MANAGEMENT, LLC:
- Founded in 1999, AMERITY WEALTH MANAGEMENT, LLC has over 20 years of experience in the financial industry
- The firm currently has over $500 million in assets under management
- AMERITY WEALTH MANAGEMENT, LLC is a fee-only firm, meaning they do not earn commissions for selling financial products
- The team at AMERITY WEALTH MANAGEMENT, LLC has a combined experience of over 50 years in the financial industry
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 1999 | 5 | 500 |
Financial Services Offered
AMERITY WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their goals:
- Investment management and portfolio analysis
- Retirement planning
- Education planning
- Estate planning
- Tax planning and management
- Insurance planning
- Business planning
Client Types
AMERITY WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Families and individuals
- Pre-retirees and retirees
- Professionals and executives
Fees and Compensation
As a fee-only firm, AMERITY WEALTH MANAGEMENT, LLC charges a percentage of assets under management for their services. This fee structure ensures that the firm’s interests are aligned with their clients’ goals, as they do not earn commissions for selling financial products.
The typical fee at AMERITY WEALTH MANAGEMENT, LLC is 1% of assets under management, but this may vary depending on the complexity of the client’s financial situation.
Background
AMERITY WEALTH MANAGEMENT, LLC was founded in 1999 by a team of experienced financial advisors who saw a need for a comprehensive and client-focused approach to financial planning. The firm has since grown and expanded their services, but their core values of transparency, communication, and expertise remain at the forefront of their business.
Financial Advisor Disclosures to Know
AMERITY WEALTH MANAGEMENT, LLC is a registered investment advisor, meaning they are held to fiduciary standards that require them to act in the best interests of their clients. They have no disclosures or disciplinary actions reported on their record with the Securities and Exchange Commission (SEC).
It’s important for clients to review and understand their financial advisor’s disclosures to ensure they are working with a reputable and trustworthy firm. AMERITY WEALTH MANAGEMENT, LLC’s clean record is a testament to their commitment to serving their clients with integrity and professionalism.