How does the advisor help clients – Key Takeaways:
DESLA WEALTH MANAGEMENT is a trusted financial advisory firm that specializes in creating personalized and comprehensive financial plans for their clients. With their deep understanding of the financial markets and their expertise in various financial services, they strive to help their clients achieve their financial goals and secure their financial future.
Facts and Insights:
DESLA WEALTH MANAGEMENT was founded in 2008 and has since then been providing top-notch financial services to their clients. The firm has been able to grow and expand their services, thanks to their team of experienced and knowledgeable advisors who are dedicated to providing the best advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 11 years |
Financial Services Offered:
DESLA WEALTH MANAGEMENT offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and risk management. They understand that each client has unique financial needs and goals, which is why they tailor their services to meet individual client needs.
Client Types:
DESLA WEALTH MANAGEMENT caters to a diverse range of clients, including individuals, families, small business owners, and corporate executives. They have the expertise and experience to provide customized financial solutions to various client types, regardless of their financial situation.
Fees & Compensation:
DESLA WEALTH MANAGEMENT operates on a fee-only basis, which means they do not earn any commissions or incentives from selling financial products. This fee structure ensures that their advisors provide unbiased and objective advice to their clients, without any conflict of interest. The firm’s fees are based on a percentage of the client’s assets under management, making it a win-win situation for both the advisor and the client.
Background:
The team at DESLA WEALTH MANAGEMENT has a diverse background in finance, economics, and investment management. They bring a wealth of experience and expertise to the table, making them a highly reputable firm in the financial industry. The firm also invests in ongoing education and training for their advisors to stay updated on industry trends and best practices.
Financial Advisor Disclosures to Know:
DESLA WEALTH MANAGEMENT believes in transparent and open communication with their clients. They provide full disclosure of any potential conflicts of interest, fees, and compensation structures to ensure their clients are well-informed and empowered to make the best financial decisions. The firm also adheres to all regulations and requirements set by the Securities and Exchange Commission and other governing bodies.