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How does the advisor help clients – Key Takeaways:
Edgewater Management Partners LLC is a leading financial advisory firm that offers expert advice and guidance to help clients achieve their financial goals. They provide customized solutions that are tailored to each client’s unique needs and circumstances. Some key takeaways include:
- Their team of experienced financial experts acts as trusted advisors to clients, providing them with unbiased and objective financial advice.
- They offer a wide range of financial services to help clients manage their wealth and achieve their long-term financial goals.
- They specialize in creating personalized investment strategies that align with each client’s risk tolerance and financial objectives.
- Their transparent approach to financial planning ensures that clients are informed and involved in the decision-making process.
Facts and Insights:
As a leading financial advisory firm, Edgewater Management Partners LLC has a track record of success in helping clients achieve their financial goals. Some key facts and insights about the firm include:
- Assets Under Management: As of December 2020, the firm had over $1 billion in assets under management.
- Number of Advisors: They have a team of over 20 financial advisors who are highly skilled and knowledgeable in the areas of investment management and financial planning.
- Time in Business: Edgewater Management Partners LLC was founded in 2005 and has been in business for over 15 years.
Assets Under Management, Number of Advisors and Time in Business:
| December 2020 | |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | Over 20 |
| Time in Business | 15 years |
Financial Services Offered:
Edgewater Management Partners LLC offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. Some of the services they provide include:
- Investment Management: They offer customized investment solutions tailored to each client’s risk tolerance and financial objectives.
- Financial Planning: Their team of experts creates personalized financial plans to help clients achieve their short-term and long-term financial goals.
- Retirement Planning: They help clients plan for a comfortable and financially stable retirement by providing guidance on retirement savings and investment strategies.
- Estate Planning: They assist clients in creating a comprehensive estate plan to protect their assets and ensure their wishes are carried out.
- Tax Planning: Edgewater Management Partners LLC works with clients to develop tax strategies that minimize their tax liability and maximize their wealth.
Client Types:
Edgewater Management Partners LLC serves a diverse range of clients, including individuals, families, small business owners, and institutions. They have the expertise and experience to meet the unique financial needs of each client type.
Fees & Compensation:
As a fee-only financial advisory firm, Edgewater Management Partners LLC charges clients a percentage of their assets under management as a fee. This fee structure ensures that the firm’s interests are aligned with their clients’ and eliminates any potential conflicts of interest. They also may charge an hourly or flat fee for financial planning services.
Background:
Edgewater Management Partners LLC was founded in 2005 by a team of financial experts with a mission to provide personalized and objective financial advice to clients. They have a strong commitment to helping clients achieve their financial goals and have a proven track record of success.
Financial Advisor Disclosures to Know:
Before choosing a financial advisor, it’s essential to understand their background, credentials, and any potential conflicts of interest