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How does the advisor help clients – Key Takeaways:
Ashcraft Wealth Advisors LLC is a trusted financial advisory firm that provides individualized and comprehensive financial planning services to clients. With a team of expert advisors and a wealth of experience, they guide clients through the complexities of their financial journey and help them achieve their goals.
Facts and Insights
Ashcraft Wealth Advisors LLC was founded in 2001 and has since become a renowned name in the financial industry. With over 20 years of experience, the firm has established a strong reputation for its high-quality services and expert advice.
The firm’s success can also be seen in its impressive asset under management (AUM) figure, which currently stands at $1.5 billion. This shows the trust and confidence clients have in Ashcraft Wealth Advisors LLC to manage their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Asset Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 8 | 20 years |
Financial Services Offered
Ashcraft Wealth Advisors LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Comprehensive financial planning
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Risk management
Client Types
The firm caters to a diverse client base, including individuals, families, and businesses. Their clients come from all walks of life, including high net worth individuals, corporate executives, entrepreneurs, and retirees. Ashcraft Wealth Advisors LLC values each client and provides tailored solutions to meet their specific needs and financial goals.
Fees & Compensation
At Ashcraft Wealth Advisors LLC, the fee structure is transparent and straightforward. The firm charges a percentage of AUM for their investment management services, and a flat fee for financial planning and advisory services. This ensures that there are no hidden or additional charges, and clients can have a clear understanding of the cost of their services.
Background
Ashcraft Wealth Advisors LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). This means that the firm follows strict regulations and acts in the best interest of their clients. They also have a fiduciary duty to ensure that all their recommendations are aligned with their clients’ best interests.
Financial Advisor Disclosures to Know
In the interest of transparency, Ashcraft Wealth Advisors LLC discloses all potential conflicts of interest or any material information that may impact their clients. These disclosures are available on their official website and during the initial consultation process.