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How does the advisor help clients – Key Takeaways:
AVERE WEALTH MANAGEMENT, LLC is a trusted financial advisory firm that is dedicated to helping clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, AVERE provides personalized guidance and solutions tailored to each client’s unique needs.
Facts and Insights
AVERE WEALTH MANAGEMENT, LLC was founded in 2010 and has since grown to manage over $500 million in assets under management (AUM). The firm has a team of 8 advisors who collectively have over 100 years of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 8 |
Financial Services Offered
AVERE WEALTH MANAGEMENT, LLC offers a wide range of financial services to support clients in achieving their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and risk management. With a focus on holistic and personalized solutions, AVERE helps clients navigate the complexities of the financial world and make informed decisions.
Client Types
AVERE WEALTH MANAGEMENT, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm takes a personalized approach to understanding each client’s unique financial situation and tailors their services to meet their specific needs.
Fees & Compensation
AVERE WEALTH MANAGEMENT, LLC offers a fee-only structure, which means that advisors are compensated solely by fees paid directly by clients. This fee structure aligns the interests of the advisors with those of their clients, ensuring that recommendations are always in the best interest of the client.
Background
With a team of experienced and knowledgeable advisors, AVERE WEALTH MANAGEMENT, LLC has been able to establish itself as a reputable and trustworthy financial advisory firm. The firm’s holistic approach to financial planning and commitment to providing personalized solutions have helped clients achieve their goals and secure their financial future.
Financial Advisor Disclosures to Know
AVERE WEALTH MANAGEMENT, LLC is a registered investment adviser with the Securities and Exchange Commission (SEC). As such, the firm is legally obligated to disclose any potential conflicts of interest or disciplinary actions. Thus far, AVERE has a clean disciplinary record and no reports of any conflicts of interest.