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How does the advisor help clients – Key Takeaways:
Cadence Wealth Management, LLC provides comprehensive financial planning and investment management services to help clients achieve their financial goals. Their team of experienced advisors utilizes a personalized approach to create tailored solutions for each client’s unique needs.
Here are some key takeaways about how Cadence Wealth Management, LLC helps its clients:
- Comprehensive financial planning and investment management services
- Personalized approach to create tailored solutions
- Experienced team of advisors
Facts and Insights
Cadence Wealth Management, LLC is a registered investment advisor (RIA) based in the United States. As a fiduciary, the firm is legally obligated to act in the best interest of its clients at all times. This means that they have a legal and ethical obligation to prioritize the client’s needs above their own.
Assets Under Management, Number of Advisors and Time in Business:
Cadence Wealth Management, LLC has reported the following assets under management (AUM) to the Securities and Exchange Commission (SEC) as of their latest filing:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 5 years |
Financial Services Offered
Cadence Wealth Management, LLC provides a range of financial services to its clients, including:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Charitable giving
- Portfolio analysis
Client Types
Cadence Wealth Management, LLC caters to a variety of clients, including individuals, families, and small business owners. Their services are suitable for clients who are looking for a long-term partner to help them achieve their financial goals and plan for their future.
Fees & Compensation
Cadence Wealth Management, LLC charges a fee for their services based on a percentage of the client’s assets under management. This fee structure aligns their interests with those of their clients and ensures that their compensation is directly tied to the performance of their clients’ investments.
Background
Cadence Wealth Management, LLC was founded in 2016 and is headquartered in the United States. The firm is led by a team of seasoned advisors who have years of experience in the financial industry. They combine their expertise to provide comprehensive financial planning and investment management services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cadence Wealth Management, LLC is required to disclose certain information to its clients. This includes any conflicts of interest, fees and compensation, as well as a code of ethics that outlines how the firm operates and safeguards client information.