and close it
About ETICO WEALTH MANAGEMENT LLC
ETICO WEALTH MANAGEMENT LLC is a financial advisory firm that provides expert guidance on managing wealth in a wide variety of financial situations. With a team of experienced advisors, the firm aims to help clients achieve their financial goals by providing personalized and comprehensive financial planning services.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice tailored to individual needs
- Specializes in creating customized financial plans for clients
- Offers a range of financial services to help clients achieve specific goals
- Works with a diverse client base to ensure all needs are met
- Committed to transparent and ethical practices
Facts and Insights:
ETICO WEALTH MANAGEMENT LLC is dedicated to providing excellent financial management services to its clients. The firm has been in business for 10 years, with a track record of helping clients successfully navigate complex financial situations. Over the years, the firm has accumulated valuable insights and knowledge, making them a trusted source for financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 10 years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
Client Types:
- High-net-worth individuals
- Business owners
- Professionals
- Families
- Corporate executives
Fees & Compensation:
ETICO WEALTH MANAGEMENT LLC operates on a fee-only basis, which means that the firm earns fees directly from clients for the services they provide. This ensures that their advice is always in the best interest of the client, as there is no incentive to push products or services for commission. The firm is committed to transparency and will always discuss fees upfront with clients.
Background:
The team at ETICO WEALTH MANAGEMENT LLC is made up of experienced financial advisors with a range of accreditations and certifications, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®). The firm prides itself on hiring knowledgeable and ethical advisors who are dedicated to providing excellent service to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, ETICO WEALTH MANAGEMENT LLC is legally required to disclose any potential conflicts of interest or disciplinary actions. This information is available to clients upon request, and the firm is committed to full transparency in all of their dealings.