How does the advisor help clients – Key Takeaways:
AVID WEALTH MANAGEMENT GROUP, LLC offers comprehensive financial services to help clients reach their financial goals. The firm provides personalized wealth management solutions that are tailored to each client’s specific needs and objectives. With a team of experienced financial advisors and a strong commitment to client satisfaction, AVID WEALTH MANAGEMENT GROUP, LLC strives to help individuals and businesses achieve financial success.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| As of 2021 | |
|---|---|
| Assets Under Management | $1 billion+ |
| Number of Advisors | 10+ |
| Time in Business | 10+ years |
Financial Services Offered
AVID WEALTH MANAGEMENT GROUP, LLC offers a wide range of financial services, including but not limited to:
- Retirement planning
- Investment management
- Wealth protection and preservation
- Estate planning
- Tax planning
- Insurance services
- Charitable giving
- Business planning
Client Types
AVID WEALTH MANAGEMENT GROUP, LLC works with a diverse range of clients, including:
- High net worth individuals
- Corporate executives
- Entrepreneurs and business owners
- Retirees
- Families
Fees & Compensation
AVID WEALTH MANAGEMENT GROUP, LLC operates on a fee-based compensation structure, meaning that the firm’s fees are based on a percentage of the client’s assets under management. This aligns the firm’s interests with those of the client, as the more the client’s assets grow, the more the firm earns. The firm also discloses all fees and costs to clients upfront, ensuring transparency and trust in the client-advisor relationship.
Background
AVID WEALTH MANAGEMENT GROUP, LLC was founded in 2009 and has since established a strong reputation for providing excellent financial services and earning the trust of its clients. The firm is headquartered in New York City and serves clients nationwide. The team at AVID WEALTH MANAGEMENT GROUP, LLC has years of experience in the financial industry and a deep understanding of the complexities of the market, allowing them to offer sound financial advice and develop successful strategies for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AVID WEALTH MANAGEMENT GROUP, LLC is legally obligated to disclose any conflicts of interest or potential conflicts to its clients. The firm does this through its Form ADV, which is a document filed with the Securities and Exchange Commission (SEC) and made available to the public. Additionally, the firm operates under a fiduciary standard, meaning they are legally bound to act in the best interests of their clients at all times.
In conclusion, AVID WEALTH MANAGEMENT GROUP, LLC is a reputable financial advisory firm that offers a variety of comprehensive services to help clients achieve their financial goals. With a team of experienced financial advisors and a commitment to transparency and client satisfaction, AVID WEALTH MANAGEMENT GROUP, LLC is a solid choice for individuals and businesses seeking professional financial guidance.