How does the advisor help clients – Key Takeaways:
Common Sense Wealth Management is committed to providing its clients with expert financial advice and guidance. They prioritize the needs and goals of their clients above all else, and offer a wide range of services to help them achieve financial success. Some key takeaways include:
- Personalized financial planning for each client’s unique situation
- Regular portfolio monitoring and rebalancing
- Access to a diverse range of investment options
- Expert advice and guidance on retirement planning, tax strategies, and risk management
- A commitment to transparency and open communication with clients
Facts and Insights
Here are some key facts and insights about Common Sense Wealth Management:
- Founded in 2005
- Approximately $500 million assets under management
- Over 50 experienced financial advisors on staff
- Based in New York City with offices across the United States
Assets Under Management, Number of Advisors and Time in Business:
The table below provides a breakdown of Common Sense Wealth Management’s assets under management, number of advisors, and time in business, based on publicly available information:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 50+ | 15 |
Financial Services Offered
Common Sense Wealth Management offers a comprehensive range of financial services to help their clients achieve their financial goals, including:
- Personalized financial planning
- Investment management
- Retirement planning
- Tax strategies
- Estate planning
- Wealth preservation
- Risk management
Client Types
Common Sense Wealth Management caters to a variety of clients, including:
- Individuals
- Families
- High net worth individuals
- Business owners
- Trusts and estates
- Non-profit organizations
Fees & Compensation
Common Sense Wealth Management operates on a fee-based compensation structure, meaning their fees are based on a certain percentage of the assets under management. This aligns their interests with their clients and ensures they will work to grow their clients’ assets.
The exact fee structure may vary depending on the services provided and the size and complexity of the client’s portfolio. However, Common Sense Wealth Management is committed to transparency and will always clearly communicate any fees or potential conflicts of interest to their clients.
Background
Common Sense Wealth Management was founded in 2005 with the goal of providing expert financial advice and guidance to individuals and families. The company has grown significantly since then, now managing over $500 million in assets for clients across the country.
The team at Common Sense Wealth Management is made up of experienced financial advisors who are dedicated to helping their clients achieve their financial goals. They prioritize personalized, holistic financial planning and open communication with clients to ensure they receive the best possible service.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or disciplinary actions by their financial advisor. Common Sense Wealth Management is committed to transparency and will always disclose any pertinent information to their clients, including:
- Any financial or legal infractions by the company or individual advisors
- Any potential conflicts of interest, such as receiving commissions or bonuses for recommending certain investments
- Any changes to the company’s fee structure