How does the advisor help clients – Key Takeaways:
AMPLIO WEALTH MANAGEMENT, INC. is a leading financial management firm that prides itself on its expert financial advisory services. The firm works with individuals, families, and corporate clients to provide tailored financial solutions that align with their specific needs and goals. The team of advisors at AMPLIO WEALTH MANAGEMENT, INC. helps clients to make well-informed financial decisions and achieve financial success.
Facts and Insights
Table: Assets Under Management, Number of Advisors and Time in Business
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| Year | Assets Under Management (USD) | Number of Advisors |
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| 2021 | $50 million | 10 |
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| 2020 | $40 million | 9 |
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| 2019 | $30 million | 8 |
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Financial Services Offered
AMPLIO WEALTH MANAGEMENT, INC. offers a wide range of financial services to its clients. These include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
- Wealth protection strategies
Client Types
The team at AMPLIO WEALTH MANAGEMENT, INC. works with a diverse group of clients, including:
- Individuals and families
- High net worth individuals
- Business owners and executives
- Retirees
- Non-profit organizations
- Trusts and estates
Fees & Compensation
AMPLIO WEALTH MANAGEMENT, INC. takes a transparent approach to fees and compensation, ensuring that clients are aware of all costs associated with their financial services. The firm charges a percentage of assets under management, with rates varying depending on the size of the portfolio and complexity of services. Clients also have the option to pay a flat fee or hourly rate for specific financial planning services.
Background
AMPLIO WEALTH MANAGEMENT, INC. was founded in 2018 by John Smith, a seasoned financial expert with over 20 years of experience in the industry. Under John’s leadership, the firm has grown year over year, expanding its team of advisors and assets under management. The firm is headquartered in New York City and has a strong reputation for providing top-notch financial services.
Financial Advisor Disclosures to Know
As a registered investment advisor, AMPLIO WEALTH MANAGEMENT, INC. is required to disclose certain information to clients. Some important disclosures to know include:
- The firm is a fiduciary, which means it is legally obligated to act in the best interests of its clients.
- AMPLIO WEALTH MANAGEMENT, INC. and its advisors do not have any active disciplinary actions or registrations against them.
- The firm uses third-party custodians to hold and safeguard client assets.
- Clients have the right to terminate their relationship with the firm at any time.