How does the advisor help clients – Key Takeaways:
- Provides expert financial advice to clients
- Offers a variety of financial services
- Serves a diverse range of client types
- Discloses all necessary information to clients
Facts and Insights
DIRECT SOURCE WEALTH ADVISORY is a trusted financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With years of experience and expertise, the firm has established itself as a leading advisor in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
DIRECT SOURCE WEALTH ADVISORY offers a comprehensive range of financial services to meet the diverse needs of its clients. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and more. The firm’s team of expert advisors work closely with clients to provide tailored solutions that align with their specific financial goals and objectives.
Client Types
The firm caters to a wide range of client types including individuals, families, small businesses, and corporations. It understands that every client has unique financial needs and works diligently to provide personalized solutions for each one.
Fees & Compensation
DIRECT SOURCE WEALTH ADVISORY is a fee-based advisor, meaning that it receives compensation for its services through a combination of fees and commissions. The firm is committed to full transparency and always discloses its fees and compensation structure to clients before entering into any agreements.
Background
DIRECT SOURCE WEALTH ADVISORY was founded 15 years ago by a team of experienced financial advisors who saw a need for a client-centered advisory firm that puts the needs of its clients first. Throughout the years, the firm has built a solid reputation for its expertise, integrity, and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
DIRECT SOURCE WEALTH ADVISORY is a registered investment advisor with the Securities and Exchange Commission (SEC). As a part of its commitment to transparency, the firm fully discloses its regulatory history and any disciplinary events on its Form ADV, which is publicly available on the SEC’s website. The firm also has a strict code of ethics and conducts regular audits to ensure compliance with all regulations and industry standards.