About AWARE PARTNERS LLC
AWARE PARTNERS LLC is a comprehensive financial advisory firm dedicated to helping clients achieve their financial goals. With a team of experienced professionals, AWARE PARTNERS LLC provides personalized financial solutions for individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Customized financial planning strategies
- Expert investment management services
- Integrated tax planning and preparation
- Estate planning guidance
Facts and Insights
Founded in 2005, AWARE PARTNERS LLC has been providing top-notch financial advice and services to its clients for over 15 years. With offices located throughout the United States, the firm has a nationwide presence and serves clients from all walks of life.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 35 | Over 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance and risk management
- Business planning services
Client Types
AWARE PARTNERS LLC serves a diverse range of clients, including but not limited to:
- High net worth individuals
- Small and medium-sized businesses
- Retirees
- Young professionals
Fees & Compensation
AWARE PARTNERS LLC operates on a fee-based model, which means that the firm is compensated based on a percentage of the assets under management. This ensures that the advisors’ interests are aligned with the clients’ interests, as the firm only benefits when the client’s assets grow.
Background
The team at AWARE PARTNERS LLC is comprised of highly qualified financial professionals with a diverse range of backgrounds and expertise. Their collective knowledge and experience allow them to provide top-notch advice and guidance to their clients.
Financial Advisor Disclosures to Know
In order to provide clients with transparency and build trust, AWARE PARTNERS LLC discloses the following important information:
- Any potential conflicts of interest
- Commission and fee schedules
- Any disciplinary history
- Background and qualifications of advisors