How does the advisor help clients – Key Takeaways:
ENGAGE WEALTH GROUP, LLC is a highly respected financial services firm that provides expert financial advice and wealth management solutions to clients. With a team of experienced advisors and a range of comprehensive services, ENGAGE WEALTH GROUP, LLC works closely with individuals and families to help them achieve their financial goals. Read on to learn more about the ways in which ENGAGE WEALTH GROUP, LLC can help you secure your financial future.
Facts and Insights
Founded in 2008, ENGAGE WEALTH GROUP, LLC has quickly become a leading provider of customized wealth management solutions. The firm currently manages over $500 million in assets and has a team of 10 highly qualified advisors who specialize in various aspects of financial planning and investment management. ENGAGE WEALTH GROUP, LLC prides itself on its commitment to providing personalized and comprehensive services to its clients, with a focus on long-term financial stability and growth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Founded in 2008 |
Financial Services Offered
ENGAGE WEALTH GROUP, LLC offers a wide range of financial services to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance and risk management
Client Types
ENGAGE WEALTH GROUP, LLC serves a diverse client base, including:
- High net worth individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
ENGAGE WEALTH GROUP, LLC operates on a fee-only basis, meaning that clients pay a set fee for the services they receive. This ensures that the firm is always acting in the best interest of its clients, as opposed to earning commissions on sales of certain financial products. Fees are calculated based on a percentage of the assets under management and may vary depending on the level of service provided.
Background
The team at ENGAGE WEALTH GROUP, LLC is made up of highly experienced and knowledgeable professionals who are dedicated to helping clients achieve their financial goals. With a strong focus on education and continuous learning, the advisors at ENGAGE WEALTH GROUP, LLC stay up-to-date on the latest financial trends and strategies, ensuring that clients receive the most relevant and effective advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, ENGAGE WEALTH GROUP, LLC is committed to transparency and providing clients with all necessary information to make informed decisions. Some important disclosures to be aware of include:
- The firm does not have any legal or disciplinary actions on record.
- The advisors at ENGAGE WEALTH GROUP, LLC may also be registered representatives of a broker-dealer and receive commissions for certain products recommended to clients.
- The firm has a potential conflict of interest in that it may receive higher compensation for recommending certain investment products or services.
- ENGAGE WEALTH GROUP, LLC is a wealth management firm, and as such, is not licensed to sell insurance products.