How does the advisor help clients – Key Takeaways:
CARR WEALTH MANAGEMENT LLC is a trustworthy and knowledgeable financial advisory firm that provides exceptional services to its clients. The firm is dedicated to helping clients achieve their financial goals and make sound investment decisions. The team at CARR WEALTH MANAGEMENT LLC believes in building long-term relationships with their clients and providing them with personalized solutions.
Facts and Insights
CARR WEALTH MANAGEMENT LLC has over 20 years of experience in the financial industry, making them a reliable and experienced advisor. They have a team of skilled and knowledgeable advisors who can provide valuable insights and strategies to clients. The firm is committed to staying updated with the latest market trends and using that information to benefit their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | More than 20 years |
Financial Services Offered
CARR WEALTH MANAGEMENT LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, and estate planning. They also provide education and guidance to help clients make informed decisions about their financial future. The firm believes in creating customized strategies that align with their clients’ goals and risk tolerance.
Client Types
CARR WEALTH MANAGEMENT LLC works with a diverse range of clients, including high net worth individuals, families, and small business owners. They understand that each client has unique needs and goals, and they strive to provide tailored solutions to meet those needs.
Fees & Compensation
CARR WEALTH MANAGEMENT LLC charges a percentage of assets under management as their fee. The exact percentage may vary based on the services provided and the size of the client’s portfolio. The firm believes in being transparent about their fees, and they do not charge commissions on any investments they recommend.
Background
CARR WEALTH MANAGEMENT LLC was founded in 1999 by Mark Carr, a seasoned investment advisor with more than 30 years of experience in the financial industry. Over the years, the firm has established a strong reputation for providing quality financial services and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
CARR WEALTH MANAGEMENT LLC has a clean record with no disclosures or regulatory actions. This is a testament to their ethical and professional approach towards managing their clients’ investments. The firm puts their clients’ best interests first and ensures that all recommendations are suitable and appropriate for their clients’ financial goals and risk tolerance.