How does the advisor help clients – Key Takeaways:
AUDAX WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in offering personalized and comprehensive planning strategies to help clients achieve their financial goals. With their expertise and experience, clients can rely on AUDAX WEALTH MANAGEMENT to provide them with sound financial advice and guidance.
- Comprehensive financial planning
- Personalized investment strategies
- Estate planning and management
- Tax planning and optimization
Facts and Insights
Incorporated in 2010, AUDAX WEALTH MANAGEMENT has been serving clients for over 10 years. Their team of advisors has a combined experience of over 50 years in the financial industry, providing them with a deep understanding of the market and its trends. The firm primarily works with high net worth individuals, families, and small business owners, helping them navigate their financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Financial Services Offered
AUDAX WEALTH MANAGEMENT provides a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Education planning
- Tax planning and optimization
- Insurance planning
- Estate planning and management
- Business planning
Client Types
AUDAX WEALTH MANAGEMENT caters to a variety of clients, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
- Entrepreneurs
- Retirees
Fees & Compensation
AUDAX WEALTH MANAGEMENT charges a fee based on a percentage of the assets under management. The fee is typically between 1% to 2%, depending on the complexity of the client’s financial situation. The firm also offers hourly fee-based consulting services for clients who do not require ongoing assistance.
Background
AUDAX WEALTH MANAGEMENT was founded by a team of experienced financial advisors with the vision of providing personalized and comprehensive financial planning services to clients. The firm is committed to helping clients build and preserve their wealth through a disciplined and strategic approach to investing.
Financial Advisor Disclosures to Know
AUDAX WEALTH MANAGEMENT has no legal or disciplinary disclosures to report, ensuring clients that they will receive trustworthy and ethical financial advice.