About CARLYLE WEALTH PLANNING
CARLYLE WEALTH PLANNING is a highly reputable financial advisory firm that provides tailored wealth planning services to its clients. With a team of experienced and knowledgeable advisors, the firm has become a trusted partner for individuals and families looking to build and preserve their wealth over time.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive wealth planning services that are tailored to meet the unique needs and goals of each client.
- Proactively monitors and adjusts clients’ portfolios to ensure they remain in line with their financial objectives.
- Provides valuable financial advice and education to clients to help them make informed decisions about their money.
Facts and Insights:
To better understand CARLYLE WEALTH PLANNING, let’s take a look at some key facts and insights about the firm:
- Founded in 2005, the firm has been in the business for 16 years, gaining extensive knowledge and experience in the wealth planning industry.
- As of 2021, CARLYLE WEALTH PLANNING has over $500 million of assets under management.
- The firm employs a team of 8 highly qualified advisors who collectively hold various financial certifications and designations.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 8 |
Financial Services Offered:
CARLYLE WEALTH PLANNING offers a wide range of financial services to its clients, including:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
The firm primarily serves individuals and families with high net worth, as well as business owners and corporate executives. However, it also provides services to clients with various levels of wealth, including those just starting to build their assets.
Fees & Compensation:
CARLYLE WEALTH PLANNING offers a fee-based compensation structure, which means that the firm charges a percentage of the assets under management as its fees. This aligns the firm’s interests with their clients’ objectives, as the more the client’s assets grow, the more the firm earns.
Background:
The firm was founded by John Carlyle, a financial expert with over 25 years of experience in the industry. He holds multiple financial certifications and has built a team of experienced and knowledgeable advisors to support him in providing top-notch wealth planning services to clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), CARLYLE WEALTH PLANNING is required to disclose any potential conflicts of interest that may arise in its relationship with clients. These disclosures can be found in the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC) and is available to the public.