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Facts and Insights
ASHBOURNE PARK WEALTH MANAGEMENT LLC is a leading financial advisory firm that specializes in providing personalized wealth management solutions to individuals, families, and businesses. With a team of highly experienced and knowledgeable advisors, they have helped countless clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
As of the latest SEC filings in March 2021, ASHBOURNE PARK WEALTH MANAGEMENT LLC has over $500 million in assets under management. This has been steadily increasing over the years, highlighting their strong performance and dedication to helping their clients reach their financial goals.
The firm currently has 15 advisors, ensuring that each client receives personalized attention and expert guidance. Their team has a combined industry experience of over 100 years, making them a reliable and trusted source for financial advice.
Financial Services Offered
ASHBOURNE PARK WEALTH MANAGEMENT LLC offers a wide range of financial services to cater to the unique needs of their clients. They provide comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning services.
Client Types
The firm serves a diverse client base, including high net worth individuals, business owners, professionals, and retirees. Their services are tailored to meet the specific needs and goals of each client, ensuring a personalized and customized approach.
Fees & Compensation
ASHBOURNE PARK WEALTH MANAGEMENT LLC operates on a fee-based model, where their fees are based on a percentage of the assets under management. This ensures that their interests are aligned with their clients’ best interests, and they are motivated to help their clients grow their wealth.
Background
The firm was founded in 1999 and has since become a trusted and reputable name in the financial industry. The team at ASHBOURNE PARK WEALTH MANAGEMENT LLC prides themselves on their experience, expertise, and dedication to their clients’ financial success.
Financial Advisor Disclosures to Know
ASHBOURNE PARK WEALTH MANAGEMENT LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean regulatory and compliance record, with no disclosures or sanctions.
Additionally, all advisors at ASHBOURNE PARK WEALTH MANAGEMENT LLC hold the necessary licenses and certifications required to provide financial advice. This includes Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, highlighting their commitment to upholding the highest standards of professionalism and expertise.