.
How does the advisor help clients – Key Takeaways:
Cowling Bay Wealth Management, LLC is a financial management firm that provides expert advice to individuals and businesses alike. They pride themselves on offering tailored financial solutions to meet the unique needs and goals of each of their clients.
Facts and Insights
Founded in 2002, Cowling Bay Wealth Management, LLC has been in business for over 19 years. They currently have $100 million in assets under management with a team of 5 experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2002 | $100 million | 5 |
Financial Services Offered
Cowling Bay Wealth Management, LLC offers a comprehensive range of financial services, including:
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
Cowling Bay Wealth Management, LLC serves a diverse range of clients, including individuals, families, and businesses. They understand that everyone’s financial situation is unique and are committed to providing personalized solutions to meet their clients’ needs.
Fees & Compensation
Cowling Bay Wealth Management, LLC is a fee-only advisor, meaning they do not receive commissions or other incentives for recommending certain products or investments. The fees for their services are based on a percentage of the assets under management and are discussed and agreed upon with the client before any services are provided.
Background
The team at Cowling Bay Wealth Management, LLC has a wealth of knowledge and experience in the financial industry. They pride themselves on staying up-to-date on the latest trends and strategies in the market to provide their clients with the best possible advice and personalized solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, Cowling Bay Wealth Management, LLC is required to disclose any potential conflicts of interest or legal infractions. It is important for clients to thoroughly review these disclosures before entrusting their financial future to any advisor.