About EMPOWER FINANCIAL WEALTH MANAGEMENT LLC
As a top financial advisory firm, EMPOWER FINANCIAL WEALTH MANAGEMENT LLC provides expert financial guidance to a wide range of clients. With a focus on maximizing wealth and minimizing risk, the team at EMPOWER FINANCIAL WEALTH MANAGEMENT LLC uses their extensive knowledge and experience to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and advice
- Maximizing wealth and minimizing risk
- Extensive knowledge and experience
Facts and Insights
EMPOWER FINANCIAL WEALTH MANAGEMENT LLC prides itself on staying up-to-date with the latest financial trends and insights. This allows the team to provide their clients with the most effective and relevant financial advice. Here are some key facts and insights about the firm:
- Founded in 2005
- Over $1 billion in assets under management
- 10 expert financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $100 million | 5 |
| 2010 | $500 million | 8 |
| 2015 | $1 billion | 10 |
Financial Services Offered
EMPOWER FINANCIAL WEALTH MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance and risk management
Client Types
EMPOWER FINANCIAL WEALTH MANAGEMENT LLC works with a variety of clients, including:
- High-net-worth individuals
- Small business owners
- Executives and professionals
- Retirees
Fees & Compensation
EMPOWER FINANCIAL WEALTH MANAGEMENT LLC believes in full transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as their fee, with rates varying based on the amount of assets being managed. They do not receive any commissions or incentives for recommending certain investments.
Background
The team at EMPOWER FINANCIAL WEALTH MANAGEMENT LLC has years of experience working in the financial industry. They constantly strive to improve their skills and stay updated on the latest financial trends and strategies. This dedication to continuous learning and improvement allows them to provide their clients with the best possible financial advice.
Financial Advisor Disclosures to Know
It’s important for clients to understand any potential conflicts of interest when working with a financial advisor. At EMPOWER FINANCIAL WEALTH MANAGEMENT LLC, the team is committed to full transparency and disclosure. They adhere to a strict code of ethics and always act in the best interest of their clients.