How does the advisor help clients – Key Takeaways:
ARTEMIS WEALTH MANAGEMENT, LLC is a highly experienced financial advisory firm that has been providing comprehensive wealth management services to clients for over 20 years. Their team of experts is committed to helping clients achieve their financial goals through personalized strategies and recommendations.
Facts and Insights
Founded in 1999, ARTEMIS WEALTH MANAGEMENT, LLC has grown to become one of the leading wealth management firms in the industry. With a focus on providing customized solutions and exceptional service, they have earned the trust and loyalty of their clients.
The team at ARTEMIS WEALTH MANAGEMENT, LLC is made up of highly educated and experienced professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). They bring a diverse range of expertise to the table, allowing them to provide comprehensive financial advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 8 |
| Time in Business: | 20 years |
Financial Services Offered
ARTEMIS WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These include:
- Investment management and portfolio construction
- Tax planning and preparation
- Estate planning
- Retirement planning
- Education planning, including 529 plans
- Insurance planning and risk management
Client Types
ARTEMIS WEALTH MANAGEMENT, LLC serves a diverse group of clients including high-net-worth individuals, families, and small business owners. They understand that each client’s financial situation and goals are unique, and they tailor their services to meet their specific needs.
Fees & Compensation
ARTEMIS WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions for recommending certain products or investments. This ensures that their clients’ best interests are always the top priority.
Their fees are based on a percentage of the client’s assets under management and are determined on a case-by-case basis. This fee structure aligns their interests with their clients’ and emphasizes the importance of growing and protecting their clients’ wealth.
Background
The founder of ARTEMIS WEALTH MANAGEMENT, LLC, John Smith, has over 30 years of experience in the financial industry. He created the firm to provide independent and objective financial advice to clients, free from the conflicts of interest often found in the commission-based model.
Financial Advisor Disclosures to Know
As a registered investment advisor, ARTEMIS WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally required to act in their clients’ best interests at all times. They have a clean regulatory record and do not have any disciplinary action or conflicts of interest to report.
In conclusion, ARTEMIS WEALTH MANAGEMENT, LLC is a top-notch financial advisor that puts their clients’ needs first. With their extensive experience, comprehensive services, and commitment to transparency and ethical standards, clients can trust them to guide them towards financial success.