Who is Arthur Wood Investment Advisors Corp?
Arthur Wood Investment Advisors Corp is a reputable financial advisory firm that has been providing expert financial advice and services to clients for over 10 years. With a team of experienced and knowledgeable advisors, they are committed to helping their clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial services to meet the diverse needs of clients
- Works closely with clients to understand their goals, risk tolerance, and financial situation
- Utilizes advanced financial tools and strategies to develop customized financial plans
- Regularly monitors and adjusts client portfolios to maximize returns and minimize risk
Facts and Insights
As of December 2021, Arthur Wood Investment Advisors Corp has a total of $500 million in assets under management. Their team consists of 20 experienced advisors who collectively have more than 100 years of experience in the financial industry. Over the years, they have helped numerous clients achieve their financial goals and have earned a reputation for their expertise and outstanding customer service.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | Over 10 years |
Financial Services Offered
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education planning
- Insurance planning
- Portfolio analysis and management
- Wealth management
- And more
Client Types
Arthur Wood Investment Advisors Corp works with a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
Arthur Wood Investment Advisors Corp charges a fee based on a percentage of the assets under management. This fee structure ensures that the advisors’ interests are aligned with their clients’ goals, as the advisors are incentivized to help their clients grow their wealth. Their transparent fee schedule is discussed and agreed upon with clients before any services are rendered.
Background
Founded in 2011, Arthur Wood Investment Advisors Corp is a registered investment advisory firm based in New York. They have a team of highly qualified and experienced advisors who possess various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, Arthur Wood Investment Advisors Corp is regulated by the Securities and Exchange Commission (SEC). They are required to adhere to strict standards of conduct and disclosure, including providing clients with a Form ADV, which includes information about the firm’s services, fees, and any potential conflicts of interest.