How does the AUCTUS WEALTH MANAGEMENT INC. help clients – Key Takeaways:
- Provides financial expertise and guidance to clients
- Offers customized financial solutions for individuals and businesses
- Focuses on building long-term relationships with clients
- Utilizes a team-based approach for comprehensive financial planning
Facts and Insights
AUCTUS WEALTH MANAGEMENT INC. is a leading financial advisory firm that provides personalized financial solutions to individuals and businesses. With a team of experienced advisors and a client-centric approach, they aim to help clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50+ | 10+ years |
Financial Services Offered
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Insurance solutions
- Business advising
Client Types
- Individuals
- High-net-worth individuals
- Small businesses
- Corporations
- Families
- Trusts and estates
Fees & Compensation
AUCTUS WEALTH MANAGEMENT INC. offers fee-based services, meaning they are compensated through a percentage of the client’s assets under management. This aligns their interests with those of their clients and ensures that their recommendations are in the client’s best interest. They also fully disclose all fees and costs to their clients.
Background
AUCTUS WEALTH MANAGEMENT INC. was founded in 2005 and is based in New York. The firm is registered with the Securities and Exchange Commission (SEC) and has a clean record with regulatory agencies. The team is comprised of qualified financial advisors with various certifications and credentials, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
As a registered investment advisor, AUCTUS WEALTH MANAGEMENT INC. is required to disclose any potential conflicts of interest to their clients. These may include recommending investments in which they have a financial interest or receiving compensation for referring clients to certain products. Their advisors are also required to adhere to a fiduciary standard, meaning they must act in the best interest of their clients at all times.