How does the advisor help clients – Key Takeaways:
– CONSOLIDATED WEALTH MANAGEMENT offers a wide range of financial services to clients.
– Their team of experienced financial advisors helps clients achieve their financial goals.
– They provide personalized financial recommendations based on each client’s unique needs and goals.
Facts and Insights
Founded in 2005, CONSOLIDATED WEALTH MANAGEMENT has been providing expert financial advice to clients for over 15 years. With a team of highly qualified advisors, they have managed to build a strong reputation in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15 years |
Financial Services Offered:
CONSOLIDATED WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients reach their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
CONSOLIDATED WEALTH MANAGEMENT caters to a diverse range of clients, including:
- High net worth individuals
- Small business owners
- Families
- Retirees
- Corporate executives
Fees & Compensation:
CONSOLIDATED WEALTH MANAGEMENT believes in transparent and fair pricing for their services. They charge a percentage of assets under management as their annual fee, which is typically lower than industry standards. They also offer fee-based services for clients who prefer to pay for specific financial advice or services only.
Background:
CONSOLIDATED WEALTH MANAGEMENT was founded by a team of financial experts with over 50 years of combined experience in the industry. They are dedicated to helping clients achieve financial success through personalized and unbiased advice. Their team is committed to ongoing education and staying updated on the latest financial trends and strategies.
Financial Advisor Disclosures To Know:
– CONSOLIDATED WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC).
– They have a clean record with no regulatory or disciplinary actions.
– They have a fiduciary duty to act in the best interests of their clients at all times.
– Clients can view their Form ADV, which provides important information about the firm, its services, fees, and potential conflicts of interest.