How does the advisor help clients – Key Takeaways:
ANDREWS WEALTH MANAGEMENT, LLC is a highly experienced financial expert dedicated to providing top-quality financial services to their clients. With years of experience in the financial industry, Andrews Wealth Management has helped numerous clients achieve their financial goals and secure their financial future.
Their team of expert advisors utilize a holistic approach to financial planning, taking the time to understand each client’s unique financial situation and creating personalized strategies to meet their specific goals and needs. Through a combination of financial expertise and personalized attention, Andrews Wealth Management strives to provide their clients with peace of mind and financial security.
Facts and Insights:
Here are some key facts and insights about ANDREWS WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With over $500 million in assets under management and a team of experienced and knowledgeable advisors, ANDREWS WEALTH MANAGEMENT, LLC is well-equipped to handle the financial needs of their clients.
Financial Services Offered:
Andrews Wealth Management offers a comprehensive range of financial services to their clients, including:
- Financial Planning
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- Asset Protection
Their team of advisors has expertise in all aspects of financial planning and can provide personalized strategies to help clients reach their financial goals.
Client Types:
Andrews Wealth Management works with a diverse range of clients, including:
- Individuals
- Families
- High Net Worth Individuals
- Business Owners
- Retirees
- Non-Profit Organizations
No matter what their clients’ financial situation or goals may be, Andrews Wealth Management is committed to providing high-quality financial services to help them succeed.
Fees & Compensation:
Andrews Wealth Management is a fee-only financial advisory firm, meaning they do not earn any commissions from selling financial products. Instead, their fees are based on a percentage of the assets they manage for their clients. This fee structure ensures that their advisors’ interests are aligned with their clients’, as the more their clients’ assets grow, the more they earn.
Background:
ANDREWS WEALTH MANAGEMENT, LLC was founded in 2006 by Robert Andrews, a highly experienced financial advisor with over 20 years of experience in the financial industry. After working for several large financial firms, Robert decided to start his own practice with a focus on providing personalized financial services to his clients.
Today, Andrews Wealth Management has grown into a reputable and successful firm, with a team of experienced advisors dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a financial advisor, Andrews Wealth Management is committed to transparency and providing their clients with all necessary disclosures. Some important disclosures to keep in mind when working with Andrews Wealth Management include:
- Andrews Wealth Management has a fiduciary duty to act in their clients’ best interests at all times.
- Some of their advisors may receive compensation for recommending certain financial products, but this will always be disclosed to their clients.
- Andrews Wealth Management may receive compensation from third parties for services provided to their clients, but this will not influence their recommendations or advice.
- Clients should carefully review all documents and disclosures provided by Andrews Wealth Management before making any decisions.
By keeping these disclosures in mind, clients can be confident in the services and advice provided by Andrews Wealth Management.