How does the advisor help clients – Key Takeaways:
Asset Protection Wealth Management LLC is a financial advisory firm that specializes in wealth management and asset protection strategies for high-net-worth individuals and families. Their team of financial experts works closely with clients to create customized financial plans to help them achieve their financial goals.
Here are some key takeaways from how Asset Protection Wealth Management LLC helps their clients:
- Provides personalized financial planning and investment management services
- Offers wealth management and asset protection strategies for high-net-worth individuals and families
- Works closely with clients to create customized financial plans
Facts and Insights:
According to publicly available numbers, Asset Protection Wealth Management LLC has assets under management of $200 million and employs a team of 10 financial advisors. The firm has been in business for over 20 years, providing expert financial advice and guidance to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 10 | Over 20 years |
Financial Services Offered:
Asset Protection Wealth Management LLC offers a wide range of financial services including:
- Wealth management
- Asset protection strategies
- Investment management
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types:
The firm primarily works with high-net-worth individuals and families, helping them protect and grow their wealth through personalized financial planning and investment management services. They also work with small business owners to provide specialized financial planning and guidance for their unique needs.
Fees & Compensation:
Asset Protection Wealth Management LLC charges fees based on a percentage of assets under management, typically ranging from 1-2%. They may also charge additional fees for certain services, such as financial planning or insurance advisory services. The firm does not receive any commissions or third-party compensation, ensuring that their advisors are solely focused on the best interest of their clients.
Background:
Asset Protection Wealth Management LLC was founded in 1999 and is headquartered in New York City. The firm is led by a team of experienced financial advisors who have a deep understanding of the complex needs of high-net-worth individuals and families. Their goal is to provide personalized, comprehensive, and unbiased financial advice to help their clients achieve their financial objectives.
Financial Advisor Disclosures to Know:
When working with any financial advisor, it is important to understand their potential conflicts of interest and any disclosures they may have. Here are some important disclosures to know about Asset Protection Wealth Management LLC:
- The firm may have relationships with other financial institutions or product providers, which could create a potential conflict of interest. However, they are committed to transparency and will always disclose any potential conflicts to their clients.
- The firm does not have any legal or disciplinary disclosures.