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About CRESCENT WEALTH ADVISORY, LLC
CRESCENT WEALTH ADVISORY, LLC is a reputable financial advisory firm that has been helping clients achieve their financial goals for several years. The firm provides comprehensive financial planning and investment management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning tailored to each client’s unique goals and needs.
- Offers diversified investment strategies to help grow and protect clients’ assets.
- Provides ongoing support and guidance to ensure clients stay on track towards their financial goals.
Facts and Insights
As a financial expert, CRESCENT WEALTH ADVISORY, LLC stays up-to-date on the latest market trends and insights. This allows them to provide clients with sound financial advice and make informed decisions when managing their portfolios.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
- Comprehensive financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
- Employee benefits planning
Client Types
CRESCENT WEALTH ADVISORY, LLC serves a diverse client base, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Medical professionals
- Non-profit organizations
Fees & Compensation
CRESCENT WEALTH ADVISORY, LLC operates on a fee-only basis, meaning they do not earn commissions from any financial products they recommend to clients. This ensures that their recommendations are solely in the best interest of their clients.
Clients can expect to pay a fee based on a percentage of their assets under management, with rates varying based on the complexity of their financial situation. The firm believes in transparency and provides detailed information about their fees and compensation structure to clients.
Background
CRESCENT WEALTH ADVISORY, LLC was founded in 2010 by a team of experienced financial advisors with a passion for helping individuals and families achieve financial success. The firm has since grown to become a respected and trusted advisor in the industry, serving a diverse client base.
Financial Advisor Disclosures to Know
It is important to know and understand any potential conflicts of interest when working with a financial advisor. As a fiduciary, CRESCENT WEALTH ADVISORY, LLC is legally obligated to act in their clients’ best interests and disclose any potential conflicts.
- The firm may receive referral fees from third-party service providers.
- Some advisors may also be licensed to sell insurance products and may earn commissions on these sales.