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How does the advisor help clients – Key Takeaways:
ATLANTIC WEALTH ADVISORY SERVICES, LLC is a trusted financial advisory firm that provides expert services to clients looking to achieve their financial goals. The firm is committed to helping clients navigate through their financial matters, making the best decisions to secure their financial future. ATLANTIC WEALTH ADVISORY SERVICES, LLC prides itself on its team of experienced financial advisors who are dedicated to providing personalized and high-quality financial advice tailored to each client’s unique needs.
Facts and Insights
ATLANTIC WEALTH ADVISORY SERVICES, LLC was founded in 2010 and has since been committed to helping clients manage and grow their wealth. The firm has a team of 10 advisors who collectively manage over $500 million in assets under management. The firm’s success is evidenced by its solid track record of delivering strong financial results for clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2010 |
Financial Services Offered
ATLANTIC WEALTH ADVISORY SERVICES, LLC offers a comprehensive range of financial services to clients, covering all aspects of wealth management. This includes investment management, retirement planning, estate planning, tax planning, and insurance solutions. The firm’s team of advisors are well-versed in these areas and work closely with clients to develop personalized strategies to help them achieve their financial goals.
Client Types
The firm caters to a diverse client base that includes individuals, families, and businesses. The firm understands that each client has unique financial needs and takes a personalized approach to ensure that each client receives the best financial advice and solutions tailored to their specific situation.
Fees & Compensation
ATLANTIC WEALTH ADVISORY SERVICES, LLC operates on a fee-only basis, which means that the only compensation they receive is from the fees paid by their clients. This ensures that their financial advice is always unbiased and in the best interest of their clients. The firm is transparent about their fees and works with clients to create a fee structure that fits their specific needs.
Background
The firm’s team of advisors each have a wealth of experience in the financial industry, with many of them having advanced degrees and certifications in finance and related fields. This expertise enables them to provide clients with the most up-to-date and comprehensive financial advice. The firm also places a great emphasis on continuing education and ensures that their advisors are constantly expanding their knowledge and staying informed on the latest trends and developments in the financial industry.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, ATLANTIC WEALTH ADVISORY SERVICES, LLC adheres to all legal and regulatory requirements. This includes providing full disclosure of any potential conflicts of interest that may arise during their work with clients. The firm prides itself on its ethical and transparent practices, and clients can trust that their best interests are always the top priority.