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How does the advisor help clients – Key Takeaways:
Facts and Insights
ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC is a leading financial advisory firm with a team of experienced and knowledgeable advisors. The firm prides itself on providing personalized and comprehensive financial services to its clients. With a strong focus on financial planning and investment management, the firm strives to help its clients achieve their financial goals and make informed decisions about their money.
| Assets Under Management: | $500 million* |
|---|---|
| Number of Advisors: | 25 |
| Time in Business: | 15 years |
*based on publicly available data as of December 2020
Financial Services Offered
ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Financial planning
- Investment management
- Tax planning
- Retirement planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer
Client Types
ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC works with a variety of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- Trusts
- High-net-worth individuals
Fees & Compensation
ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC believes in transparency and takes a fee-based approach to its services. This means that the firm charges a percentage of the client’s assets under management as its fee. This fee structure aligns the firm’s interests with those of its clients, ensuring that the firm’s success is directly linked to the success of its clients’ investments. The firm also discloses all fees and potential conflicts of interest to its clients before beginning any working relationship.
Background
ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC was founded in 2005 by a team of financial experts with a passion for helping individuals and families achieve financial success. The firm has grown steadily and has become a trusted name in the financial advisory industry. The firm’s advisors have a combined experience of over 100 years and are highly qualified and knowledgeable in their fields. The firm’s commitment to providing exceptional services and putting clients first has helped it earn a strong reputation in the market.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disciplinary actions that may affect their ability to provide unbiased advice. ENLIGHTENED ADVISORS WEALTH MANAGEMENT LLC has a clean record and has not faced any disciplinary actions from regulatory bodies. The firm’s advisors are also legally bound to disclose any potential conflicts of interest to their clients before providing any services.