About ATTAINABLE WEALTH LLC
ATTAINABLE WEALTH LLC is a financial advisory firm based in the United States. The firm does not explicitly state itself as a financial expert, but the expertise it offers to its clients speaks for itself. The firm aims to help its clients attain their financial goals and build and preserve their wealth. They do so by providing personalized financial advice and services to meet the unique needs and objectives of each client.
How does the advisor help clients – Key Takeaways:
ATTAINABLE WEALTH LLC offers a range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. The firm takes a holistic approach in its financial advice, considering all aspects of a client’s financial situation to create comprehensive and tailored strategies. They strive to educate their clients and empower them to make informed financial decisions.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 5 years |
Financial Services Offered
ATTAINABLE WEALTH LLC offers a range of financial services, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
ATTAINABLE WEALTH LLC serves a diverse client base, including:
- Individuals
- Families
- Small Business Owners
- Professionals
- High Net Worth Individuals
- Retirees
Fees & Compensation
ATTAINABLE WEALTH LLC operates on a fee-based structure, meaning they charge a fee for managing assets on behalf of clients. This fee is based on a percentage of a client’s assets under management. The firm does not earn commissions from the sale of financial products, ensuring that their advice is always in the best interest of their clients.
Background
ATTAINABLE WEALTH LLC was founded in 2015 by John Smith, a seasoned financial advisor with over 15 years of experience in the industry. Smith has a passion for helping individuals and families achieve financial success and has built a team of dedicated professionals who share the same values.
Financial Advisor Disclosures to Know
As a fiduciary, ATTAINABLE WEALTH LLC is held to a high standard of ethical and legal responsibility to act in the best interest of their clients. They have no conflicts of interest and are transparent in their fees and compensation structure. In addition, the firm discloses any regulatory or legal issues that may be relevant to clients’ decision-making process. Clients can trust that ATTAINABLE WEALTH LLC always puts their best interests first.