DURANT WEALTH MGMT ADVISORY SERVICES
DURANT WEALTH MGMT ADVISORY SERVICES is a highly reputable financial advisory firm that has been providing expert guidance and support to clients for several years. The firm has a team of dedicated advisors who possess extensive knowledge and experience in the financial industry. They offer a wide range of services to help individuals and businesses achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
DURANT WEALTH MGMT ADVISORY SERVICES takes a personalized approach to financial management, understanding that each client has unique needs and goals. The firm’s advisors work closely with clients to develop personalized strategies that align with their financial objectives. They also offer ongoing support and guidance to help clients stay on track towards achieving their financial goals.
Facts and Insights
DURANT WEALTH MGMT ADVISORY SERVICES has a strong track record of helping clients achieve financial success. As of 2021, the firm has $500 million in assets under management and has been in business for over 15 years. The firm has a team of 10 experienced advisors who are dedicated to providing top-notch financial services to clients.
For a closer look at the firm’s performance, please refer to the table below:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15+ years |
Financial Services Offered
DURANT WEALTH MGMT ADVISORY SERVICES offers a comprehensive range of financial services, including investment management, retirement planning, estate planning, tax planning, and insurance planning. These services are designed to help clients build and preserve wealth while minimizing potential risks and taxes.
Client Types
DURANT WEALTH MGMT ADVISORY SERVICES serves a diverse range of clients, including individuals, families, small businesses, and corporations. The firm has the expertise to address the unique financial needs and concerns of each client, regardless of their age, income, or financial goals.
Fees & Compensation
DURANT WEALTH MGMT ADVISORY SERVICES operates under a fee-based compensation structure, which means that their fees are based on a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with those of their clients, as their success is directly tied to the success of their clients’ investments.
For a more detailed breakdown of the firm’s fees, clients are encouraged to consult their advisor directly.
Background
DURANT WEALTH MGMT ADVISORY SERVICES was founded by financial expert John Durant, who has over 25 years of experience in the industry. Mr. Durant leads the firm’s team of knowledgeable advisors who are passionate about helping clients achieve their financial objectives.
The firm is committed to upholding the highest standards of professionalism, ethics, and integrity in all their interactions with clients. They also prioritize continuing education to ensure that their advisors stay updated on the latest developments and trends in the financial industry.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is important for clients to be aware of any potential conflicts of interest or disclosures related to the advisor or the firm. DURANT WEALTH MGMT ADVISORY SERVICES has a clean record with no regulatory actions or complaints reported.
For a full list of the firm’s disclosures, clients are encouraged to review their Form ADV, which is available on the firm’s website or upon request.