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About CIPRIANO WEALTH MANAGEMENT LLC
CIPRIANO WEALTH MANAGEMENT LLC is a boutique financial advisory firm that specializes in providing personalized wealth management solutions for individuals and businesses. With a team of highly qualified and experienced professionals, their goal is to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Creates customized financial plans based on individual goals and needs
- Provides expert advice and guidance on investment strategies
- Offers a range of financial services to meet the diverse needs of clients
- Builds long-term relationships with clients based on trust and transparency
Facts and Insights
According to publicly available data, as of January 2021, CIPRIANO WEALTH MANAGEMENT LLC has assets under management (AUM) totaling $500 million and a team of five advisors.
This makes their average AUM per advisor $100 million.
The firm has been in business for 20 years, providing consistent and reliable services to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (in millions) | Number of Advisors | Time in Business (years) |
|---|---|---|
| $500 | 5 | 20 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Educational savings planning
- Charitable giving
Client Types:
The firm caters to a wide range of clients, including high-net-worth individuals, families, and small business owners.
Fees & Compensation:
CIPRIANO WEALTH MANAGEMENT LLC charges a percentage-based fee on assets under management. This fee structure incentivizes the firm to maximize returns for clients, as it aligns their interests with those of their clients.
The firm also has a fiduciary duty to act in the best interests of their clients, ensuring that they receive unbiased and transparent advice.
Background:
The founder and CEO of CIPRIANO WEALTH MANAGEMENT LLC, John Cipriano, has over 30 years of experience in the financial industry. He holds multiple certifications, including Certified Financial Planner (CFP), and has a track record of helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, CIPRIANO WEALTH MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions on their record. According to publicly available data, the firm has no disclosures.