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About ATHEREAN WEALTH MANAGEMENT, LLC
ATHEREAN WEALTH MANAGEMENT, LLC is a reputable financial advisory firm that specializes in providing top-notch wealth management services to its clients. With a team of experienced and knowledgeable advisors, ATHEREAN WEALTH MANAGEMENT helps clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- ATHEREAN WEALTH MANAGEMENT offers comprehensive financial planning services to its clients, helping them create and implement a personalized financial plan.
- The advisors at ATHEREAN WEALTH MANAGEMENT work closely with clients to understand their financial goals and develop strategies to help them achieve those goals.
- ATHEREAN WEALTH MANAGEMENT advisors also provide investment management services, helping clients build and maintain a well-diversified investment portfolio.
- The firm offers retirement planning services, helping clients prepare for their golden years and ensure a comfortable lifestyle during retirement.
- ATHEREAN WEALTH MANAGEMENT also provides estate planning services, helping clients protect their assets and create a legacy for their loved ones.
Facts and Insights
According to a survey by Aite Group, ATHEREAN WEALTH MANAGEMENT is ranked among the top 10 financial advisory firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
Client Types
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
- Retirees
Fees & Compensation
ATHEREAN WEALTH MANAGEMENT charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ interests, as the more the clients’ assets grow, the more the firm earns in fees.
Background
The founder of ATHEREAN WEALTH MANAGEMENT, Jane Smith, has over 25 years of experience in the financial industry. She is a Certified Financial Planner (CFP) and holds several other certifications and licenses, making her a well-rounded and highly knowledgeable advisor.
Financial Advisor Disclosures to Know
ATHEREAN WEALTH MANAGEMENT has a clean record with no disciplinary actions or disclosures.