How does the advisor help clients – Key Takeaways:
AXXCESS WEALTH MANAGEMENT, LLC is a well-respected financial firm that offers a wide range of financial services to help individuals and families achieve their financial goals. While they do not explicitly state that they are financial experts, their expertise in this field is evident through their successful track record of helping clients build and preserve their wealth.
Facts and Insights
Here are some key facts and insights about AXXCESS WEALTH MANAGEMENT, LLC that give a glimpse into their business model and core values.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With half a billion dollars in assets under management and a team of highly qualified advisors, AXXCESS WEALTH MANAGEMENT, LLC has a strong foundation to support their clients in achieving financial success.
Financial Services Offered
AXXCESS WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance solutions. They take a holistic approach to financial planning, taking into account each client’s unique goals and risk tolerance.
Client Types
AXXCESS WEALTH MANAGEMENT, LLC serves a diverse range of clients, from high net worth individuals and families to small business owners and corporate executives. They have the expertise to cater to the complex financial needs of their clients, regardless of their life stage or financial situation.
Fees & Compensation
AXXCESS WEALTH MANAGEMENT, LLC is a fee-based advisor, which means they charge a fee based on a percentage of clients’ assets under management. This compensation structure aligns their interests with their clients’ as they have an incentive to grow their clients’ assets.
Background
Founded in 2006, AXXCESS WEALTH MANAGEMENT, LLC has been in the financial industry for over 15 years. The firm is headquartered in New York City and has multiple offices across the country. Their team of advisors boasts a diverse range of backgrounds and experience, providing clients with a well-rounded and knowledgeable service.
Financial Advisor Disclosures to Know
As a fiduciary, AXXCESS WEALTH MANAGEMENT, LLC is legally obligated to act in their clients’ best interests. They have no disclosures and a clean track record, which is a testament to their ethical and transparent business practices.