How does the advisor help clients – Key Takeaways:
Anfield Wealth Management is an established financial advisory firm that specializes in providing expert advice and personalized financial solutions to clients. They offer a wide variety of financial services and are committed to helping clients achieve their long-term financial goals.
Facts and Insights
With over 20 years of experience in the industry, Anfield Wealth Management has gained a strong reputation for its comprehensive and innovative approach to financial planning. Their team of highly qualified and experienced advisors work closely with clients to understand their unique needs and develop tailored solutions.
Assets Under Management, Number of Advisors and Time in Business:
| 2020 | 2019 | 2018 | |
|---|---|---|---|
| Assets Under Management | $200 million | $180 million | $150 million |
| Number of Advisors | 10 | 8 | 6 |
| Time in Business | 20 years | 19 years | 18 years |
Financial Services Offered
Anfield Wealth Management offers a comprehensive range of financial services to meet the diverse needs of their clients. Some of the key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- College planning
- Insurance solutions
Client Types
Anfield Wealth Management works with a diverse group of clients including individuals, families, small business owners, and high net worth individuals. They understand that each client has unique financial goals and tailor their services to meet their specific needs.
Fees & Compensation
Anfield Wealth Management is a fee-based advisory firm, which means that they charge a percentage of assets under management as their fee. This incentivizes them to grow their clients’ assets, as their success is directly tied to their clients’ success. They are transparent about their fees and do not charge any hidden costs or commissions.
Background
Founded in 2000, Anfield Wealth Management has grown to become one of the leading financial advisory firms in the industry. They are committed to providing unbiased and personalized financial solutions to help clients achieve their long-term financial objectives. With a team of highly experienced advisors and a strong track record of success, Anfield Wealth Management is well-equipped to handle the diverse and complex financial needs of their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Anfield Wealth Management is required to disclose any potential conflicts of interest to their clients. They abide by the fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients at all times. They have a robust compliance program in place to ensure that all regulations and laws are followed, and their clients’ best interests are protected.