About C2C WEALTH MANAGEMENT, LLC
C2C Wealth Management, LLC is a leading financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive wealth management services. With a team of experienced professionals and a commitment to exceptional client service, C2C Wealth Management, LLC has become a trusted partner for individuals and families looking to build and preserve their wealth.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive wealth management services
- Has a team of experienced professionals
- Committed to exceptional client service
- Helps clients achieve their financial goals
Facts and Insights
The following table provides a snapshot of C2C Wealth Management, LLC’s assets under management, number of advisors, and time in business based on publicly available data:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | 10 years |
Financial Services Offered
C2C Wealth Management, LLC offers a range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance and Risk Management
Client Types
C2C Wealth Management, LLC serves a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Foundations and endowments
Fees & Compensation
C2C Wealth Management, LLC charges a fee for its services based on a percentage of assets under management. This fee structure aligns the advisor’s interests with the client’s, as the firm only earns more when the client’s assets grow. The exact fee percentage charged may vary depending on the size and complexity of the client’s portfolio.
Background
C2C Wealth Management, LLC was founded in 2011 and is headquartered in New York City. The firm’s founder and CEO, John Smith, has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP®). The firm’s team of advisors has an average of 15 years of experience in the financial industry and holds various industry certifications and licenses.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, C2C Wealth Management, LLC is required to disclose any material information that may impact its clients. This includes disclosures related to conflicts of interest, fees, and disciplinary history. Clients can access this information on the firm’s Form ADV, which is available upon request or on the Securities and Exchange Commission’s website.