About CIMARRON WEALTH MANAGEMENT, LLC
CIMARRON WEALTH MANAGEMENT, LLC is a financial management company that specializes in helping its clients achieve their financial goals. The company is committed to providing personalized and comprehensive financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
At CIMARRON WEALTH MANAGEMENT, LLC, the advisors use their expertise and experience to create customized financial plans for each client. They work closely with their clients to understand their financial goals and provide personalized advice and guidance to help them achieve those goals. The key takeaways of their services include:
- Personalized financial planning
- Expertise in various financial areas
- Comprehensive approach to financial management
- Regular review and adjustments to financial plans
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 10 years |
These numbers demonstrate the success and stability of CIMARRON WEALTH MANAGEMENT, LLC. With $50 million in assets under management and 10 years in business, clients can trust that their investments are in capable hands.
Financial Services Offered
CIMARRON WEALTH MANAGEMENT, LLC offers a range of financial services to help clients meet their goals and needs. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
Client Types
CIMARRON WEALTH MANAGEMENT, LLC works with clients from various backgrounds, including individuals, families, and businesses. They have experience in managing the unique financial needs and goals of each client, and provide personalized services to meet those needs.
Fees & Compensation
CIMARRON WEALTH MANAGEMENT, LLC believes in complete transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, with a minimum annual fee of $2,500. They do not receive any commissions or compensation from third parties, ensuring that their advice is solely based on the clients’ best interests.
Background
The team at CIMARRON WEALTH MANAGEMENT, LLC is made up of highly qualified and experienced financial advisors. They are dedicated to ongoing education and training to stay up-to-date with the latest financial trends and strategies. The team has worked together for several years, creating a cohesive and efficient approach to managing clients’ finances.
Financial Advisor Disclosures to Know
As a registered investment advisor, CIMARRON WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have no disclosures to report, ensuring that their clients can trust in their integrity and ethical practices.