How does the advisor help clients – Key Takeaways:
– Boardwalk Wealth Management provides expert financial advice to help clients achieve their financial goals.
– They offer a wide range of financial services and cater to various types of clients.
– Their team of experienced advisors ensures that clients receive personalized and comprehensive financial solutions.
Facts and Insights
Boardwalk Wealth Management is a top-notch financial advisory firm that has been operating for over two decades. With decades of experience, they have successfully helped many individuals and families achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (USD) |
|---|---|---|
| 1998 | 25 | $500 million |
| 2010 | 50 | $1 billion |
| 2017 | 75 | $1.5 billion |
Financial Services Offered
Boardwalk Wealth Management provides a wide range of financial services to cater to their clients’ diverse needs. These services include:
- Financial planning and analysis
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance services
Client Types
Boardwalk Wealth Management serves clients from various backgrounds and financial situations. Their expertise extends to:
- High net worth individuals
- Family offices
- Retirees
- Business owners
- Young professionals
- And more
Fees & Compensation
As a fiduciary, Boardwalk Wealth Management always puts their clients’ best interests first. They believe in transparent and fair fee structures and offer a variety of fee arrangements, including flat fees, hourly rates, and asset-based fees.
Background
Boardwalk Wealth Management was founded in 1998 with the goal of providing customized and comprehensive financial solutions to individuals and families. They pride themselves on their team of experienced advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to understand their financial advisor’s background, credentials, and any past disciplinary actions. Clients can find this information on Boardwalk Wealth Management’s website or by requesting it directly from their advisor.