Bigham Wealth Advisory LLC – Your Trusted Financial Expert
Located in the heart of the financial district, Bigham Wealth Advisory LLC is a leading wealth management firm providing expert financial advice to clients. With a team of dedicated and experienced advisors, Bigham Wealth Advisory LLC serves individuals, families, and businesses in achieving their financial goals. Their comprehensive approach and personalized strategies have helped numerous clients build and secure their financial future.
H2: How does the advisor help clients – Key Takeaways:
– Personalized financial strategies to fit individual needs and goals.
– Expertise in investment management, retirement planning, and estate planning.
– Commitment to transparency and ethical practices.
– Access to a wide range of financial services and resources.
H2: Facts and Insights
Bigham Wealth Advisory LLC has been in business for over 15 years, providing clients with top-notch financial advice and services. Their team of advisors has a combined experience of over 50 years, making them well-equipped to handle any financial situation that may arise. As of December 2020, Bigham Wealth Advisory LLC manages over $500 million in assets.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Bigham Wealth Advisory LLC | ||
|---|---|---|
| Assets Under Management | Number of Advisors | Time in Business |
| $500 million | 10+ | 15+ years |
H2: Financial Services Offered
Bigham Wealth Advisory LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include investment management, retirement planning, tax planning, risk management, estate planning, and more. Their team of advisors works closely with each client to create a personalized financial strategy that aligns with their goals and objectives.
H2: Client Types
Bigham Wealth Advisory LLC serves a variety of clients, including high net worth individuals, families, and businesses. They work with clients at different stages of their financial journey, from young professionals looking to invest to retirees planning for their future.
H2: Fees & Compensation
Bigham Wealth Advisory LLC operates on a fee-based compensation structure, where clients pay a percentage of their assets under management as advisory fees. This aligns the interests of the firm with those of their clients, as the fees increase with the success of their clients’ investments.
H2: Background
Bigham Wealth Advisory LLC was founded on the principles of providing expert financial advice and building long-term relationships with clients. Their team of advisors has extensive experience and knowledge in the financial industry, making them a trusted and reliable source of financial guidance.
H2: Financial Advisor Disclosures to Know
Bigham Wealth Advisory LLC is committed to transparency, and as such, they disclose any potential conflicts of interest or disciplinary actions to their clients. Clients can access this information on the firm’s Form ADV, which can be found on the Securities and Exchange Commission (SEC) website.
In conclusion, Bigham Wealth Advisory LLC is a reputable and experienced financial advisory firm that prides itself on providing personalized and transparent services to clients. Their expertise and commitment to ethical practices make them a top choice for individuals, families, and businesses seeking financial guidance. Contact Bigham Wealth Advisory LLC today to start building your financial future.