How does the advisor help clients – Key Takeaways:
AVANTRA FAMILY WEALTH, INC. is a leading financial advisory firm that aims to help clients achieve their financial goals. With a team of experienced advisors, AVANTRA FAMILY WEALTH, INC. provides comprehensive financial planning and investment management services tailored to each client’s individual needs.
Here are the key takeaways on how AVANTRA FAMILY WEALTH, INC. helps its clients:
- Offers personalized financial planning and investment management services
- Provides guidance and expertise in navigating complex financial situations
- Utilizes advanced technology to create efficient and effective financial strategies
- Educates clients on financial matters and empowers them to make informed decisions
Facts and Insights:
Here are some facts and insights about AVANTRA FAMILY WEALTH, INC:
- Founded in 2005
- AUM (Assets Under Management): $2 billion
- Number of advisors: 20
- Works with high net worth individuals, families, and businesses
- Offers a wide range of financial services including retirement planning, estate planning, tax planning, and more
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $2 billion | 20 |
Financial Services Offered:
AVANTRA FAMILY WEALTH, INC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the services offered include:
- Retirement planning
- Estate planning
- Tax planning
- Investment management
- Wealth transfer
- Insurance planning
Client Types:
AVANTRA FAMILY WEALTH, INC. works with a variety of clients, including:
- High net worth individuals
- Families
- Business owners
Fees & Compensation:
AVANTRA FAMILY WEALTH, INC. follows a fee-only compensation structure, meaning they do not receive any commissions for selling products. They are transparent about their fees and only charge for their services. The fees are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background:
AVANTRA FAMILY WEALTH, INC. was founded in 2005 by a team of experienced financial advisors with a passion for helping individuals and families achieve their financial goals. The firm’s mission is to provide personalized and comprehensive financial planning and investment management services to their clients.
Financial Advisor Disclosures to Know:
As a financial expert, it is essential to be transparent and provide full disclosure to clients. Here are some key disclosures to know about AVANTRA FAMILY WEALTH, INC.:
- The firm has a clean record with no disciplinary actions or regulatory sanctions
- The advisors at the firm are all properly registered and licensed
- AVANTRA FAMILY WEALTH, INC. is a fiduciary, meaning they are legally obligated to act in the best interest of their clients