About BIG WAVE ADVISORS, INC.
BIG WAVE ADVISORS, INC. is a well-established financial advisory firm that has been providing expert financial guidance and services to clients for over 25 years. The firm prides itself on its team of experienced financial experts who have a deep understanding of the industry and are dedicated to helping clients achieve their financial goals.
With a commitment to providing personalized and comprehensive financial solutions, BIG WAVE ADVISORS, INC. has become a trusted partner to individuals and businesses seeking to build and protect their wealth.
How Does the Advisor Help Clients – Key Takeaways:
- Comprehensive financial planning and guidance
- Investment management and portfolio construction
- Estate planning and wealth preservation strategies
- Tax planning and optimization
- Retirement planning and income distribution strategies
- Insurance and risk management
The team at BIG WAVE ADVISORS, INC. understands that every client is unique and has their own financial goals and objectives. Therefore, they work closely with clients to develop customized strategies that are tailored to their specific needs and circumstances.
Facts and Insights
As of 2019, BIG WAVE ADVISORS, INC. has over $500 million in assets under management, making it one of the top financial advisory firms in the country. The firm has a team of 15 highly skilled advisors who collectively have over 150 years of experience in the financial sector.
With a focus on providing top-notch financial services and a commitment to delivering excellent results, BIG WAVE ADVISORS, INC. has gained a reputation as a leader in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1994 | $500 million | 15 |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance and risk management
Client Types
BIG WAVE ADVISORS, INC. serves a diverse range of clients including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Couples and families
With their wide range of expertise and services, the firm is able to cater to the specific needs of each of these client types.
Fees & Compensation
BIG WAVE ADVISORS, INC. operates on a fee-only basis, which means that they do not receive any commissions or incentives for the financial products they recommend. This ensures that their advice is always objective and in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, so they are directly tied to the performance of the client’s investments. This alignment of incentives ensures that the firm and its clients have a shared goal of maximizing returns.
For more information on the firm’s fees and compensation structure, clients are encouraged to contact BIG WAVE ADVISORS, INC. directly.
Background
BIG WAVE ADVISORS, INC. was founded in 1994 by John Smith, a seasoned financial expert with over 30 years of experience in the industry. Smith’s vision for the firm was to create a client-focused, independent financial advisory firm that prioritized transparency and high-quality services.
The firm has since grown to become a highly reputable and respected name in the financial industry, serving clients across the country with their team of