Founded in 2010, CLOVIS WEALTH PARTNERS, LLC is a leading financial advisory firm that provides comprehensive wealth management services. As an independent Registered Investment Advisor (RIA), the firm serves high-net-worth individuals, families, and institutions in the United States.
How does the advisor help clients – Key Takeaways:
– CLOVIS WEALTH PARTNERS, LLC offers personalized financial planning and investment management services to help clients achieve their financial goals.
– The firm takes a holistic approach, considering all aspects of a client’s financial situation to create customized strategies.
– CLOVIS WEALTH PARTNERS, LLC utilizes a team-based approach, combining the expertise of its advisors to provide the best solutions for clients.
– The firm prioritizes open communication and transparency, fostering long-term relationships with clients.
Facts and Insights
CLOVIS WEALTH PARTNERS, LLC has a strong reputation for its expert financial advice and top-notch client service. Here are some key insights about the firm:
| Assets Under Management | $2.4 billion |
|---|---|
| Number of Advisors | 19 |
| Time in Business | 10 years |
Financial Services Offered
CLOVIS WEALTH PARTNERS, LLC provides a wide range of financial services to meet the diverse needs of its clients. These services include:
– Financial planning: Creating tailored financial plans to help clients achieve their long-term goals, such as retirement planning, education planning, and legacy planning.
– Investment management: Designing customized investment portfolios based on a client’s risk tolerance, timeframe, and financial objectives.
– Tax planning: Providing tax-efficient strategies to help clients minimize their tax burden.
– Estate planning: Assisting clients with the transfer of wealth and inheritance planning.
– Insurance planning: Evaluating insurance needs and offering solutions to mitigate risks.
Client Types
CLOVIS WEALTH PARTNERS, LLC works with a diverse client base, including:
– High-net-worth individuals and families
– Business owners and executives
– Non-profit organizations
– Institutional clients, such as endowments and foundations
The firm’s services are tailored to meet the specific needs of each client, regardless of their wealth or financial situation.
Fees & Compensation
CLOVIS WEALTH PARTNERS, LLC operates on a fee-only compensation structure, which means the firm only charges a fee for the services it provides and does not earn commissions from the sale of any financial products. This ensures that the firm’s advisors act in the best interests of their clients at all times.
Fees are based on a percentage of assets under management, with rates decreasing as total assets increase. The firm’s fee schedule is transparent and disclosed to clients in advance.
Background
CLOVIS WEALTH PARTNERS, LLC was founded by a team of experienced financial professionals who share a passion for providing personalized and comprehensive financial advice. The firm’s advisors have an average of 20 years of industry experience, and many hold advanced degrees and certifications.
The firm’s offices are located in San Diego, California, and Austin, Texas. In addition to its wealth management services, CLOVIS WEALTH PARTNERS, LLC is dedicated to giving back to its communities through volunteer work and charitable donations.
Financial Advisor Disclosures to Know
As an RIA, CLOVIS WEALTH PARTNERS, LLC is regulated by the Securities and Exchange Commission (SEC). The firm is legally required to disclose any information that could potentially impact its clients’ decision to do business with them. You can find this information, including any disciplinary actions or conflicts of interest, on the SEC’s website or through the firm’s Form ADV.
In conclusion, CLOVIS WEALTH PARTNERS, LLC is a reputable financial advisory firm that provides tailored solutions to help clients achieve their financial goals. With a team-based approach, transparent fees, and a commitment to client satisfaction, the firm has solidified its position as a trusted partner in managing its clients’ wealth.