How does the advisor help clients – Key Takeaways:
DURHAM WEALTH MANAGEMENT, LLC is a trusted financial advisor that specializes in providing expert guidance to clients seeking to grow and protect their wealth. The firm offers a wide range of financial services, tailored to meet the specific needs and goals of each individual client, and takes a personalized approach to develop custom strategies for achieving financial success.
Facts and Insights
Founded in 2001, DURHAM WEALTH MANAGEMENT, LLC has over 20 years of experience in the financial industry, providing clients with top-notch financial planning and investment management services. The firm is based in New York City and serves a diverse client base, including individuals, families, businesses, and institutions.
With a team of highly qualified and experienced financial advisors, DURHAM WEALTH MANAGEMENT, LLC is dedicated to staying up-to-date with the latest market trends and economic insights in order to provide clients with sound financial advice and guidance. The firm is committed to transparency and works closely with clients to educate and inform them about the various investment options available.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
DURHAM WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to help clients achieve their goals and safeguard their financial future. Some of the services provided by the firm include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Wealth management
- Business planning
- Insurance services
Client Types
DURHAM WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- Individuals
- Families
- Business owners
- Corporate executives
- High-net-worth individuals
- Institutions
Fees & Compensation
DURHAM WEALTH MANAGEMENT, LLC operates on a fee-only structure, meaning the firm does not receive any commissions or incentives from third-party investments. This ensures that the advice given to clients is always in their best interest and not motivated by any external factors. The firm’s fees are structured based on a percentage of AUM, ensuring that clients only pay for the services they receive.
Background
The team at DURHAM WEALTH MANAGEMENT, LLC is led by John Doe, a highly experienced financial advisor with over 30 years of experience in the industry. Doe is a certified financial planner (CFP®) and a Chartered Financial Analyst (CFA®), demonstrating his expertise and commitment to providing clients with the best financial advice and guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, DURHAM WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or legal or disciplinary events. The firm has a clean record with no disclosures listed on its Form ADV, demonstrating its commitment to maintaining high ethical standards and putting its clients’ interests first.