How does the advisor help clients – Key Takeaways:
CIRCLE CITY WEALTH MANAGEMENT LLC is a financial advisory firm that specializes in helping clients reach their financial goals. With a team of experienced advisors and a variety of services, they are dedicated to providing customized solutions to each client’s unique needs.
Facts and Insights
Founded in 2006, CIRCLE CITY WEALTH MANAGEMENT LLC has been in the business for over 15 years. They have grown to manage over $500 million in assets and have a team of 10 advisors to serve their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
CIRCLE CITY WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
Client Types
The firm caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
Fees & Compensation
CIRCLE CITY WEALTH MANAGEMENT LLC operates on a fee-only basis, which means they do not receive commissions for recommending certain products or services. Clients are charged a percentage of their assets under management as their fee, ensuring that the firm’s interests are aligned with those of their clients.
Background
The team at CIRCLE CITY WEALTH MANAGEMENT LLC is made up of experienced, knowledgeable, and highly qualified professionals. They hold advanced degrees and certifications in finance, investment management, and financial planning. The firm places a strong emphasis on continuing education to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
As a registered investment advisor, CIRCLE CITY WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. They have no legal or disciplinary disclosures to report, indicating a sound and ethical business practice.