How does the advisor help clients – Key Takeaways:
EPIQWEST CULVER WEALTH ADVISORS LLC is a leading financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive financial planning and investment management services. The company has a team of experienced financial experts who provide clients with expert advice and guidance to navigate the complex world of finance and achieve financial success.
Facts and Insights
Here are some key facts and insights about EPIQWEST CULVER WEALTH ADVISORS LLC:
- The company has been in business for 10 years, since its establishment in 2011.
- It currently manages assets worth $500 million.
- The firm has a total of 6 advisors who bring diverse backgrounds and expertise to the table.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 10 years |
Financial Services Offered
EPIQWEST CULVER WEALTH ADVISORS LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
The company primarily caters to a diverse group of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
Fees & Compensation
EPIQWEST CULVER WEALTH ADVISORS LLC charges fees based on a percentage of assets under management. The exact fee percentage may vary depending on the level of services and complexity of the client’s financial situation. The company believes in full transparency and discloses all fees and charges to clients before engaging in any services. This ensures that clients are aware of all costs and can make informed decisions about their financial plan.
Background
EPIQWEST CULVER WEALTH ADVISORS LLC was founded by John Culver, a financial expert with over 20 years of experience in the industry. The firm was established to provide high-quality financial advice and personalized solutions to clients, helping them achieve their financial goals and secure their financial future. The company has a team of dedicated and experienced financial advisors who work closely with clients to understand their unique needs and develop tailored strategies that align with their goals and objectives.
Financial Advisor Disclosures to Know
EPIQWEST CULVER WEALTH ADVISORS LLC has a clean record with no disclosures reported on its Form ADV, which is a regulatory document filed with the Securities and Exchange Commission (SEC). This reflects the company’s commitment to upholding the highest ethical standards and providing clients with transparent and trustworthy financial advice.