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How does the advisor help clients – Key Takeaways:
EVOLVE WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in helping clients reach their financial goals through personalized and comprehensive services. Their team of experienced and knowledgeable advisors provide expert guidance and support, allowing clients to make well-informed decisions with their money. With a wide range of financial services and a focus on building long-term relationships, EVOLVE WEALTH MANAGEMENT, LLC is dedicated to helping clients evolve their wealth for a secure and successful future.
Facts and Insights
Founded in 2005, EVOLVE WEALTH MANAGEMENT, LLC has been in business for over 15 years. They currently have 10 advisors on their team and manage over $500 million in assets under management. This gives them an impressive average of over $50 million per advisor, showcasing their expertise in handling large sums of money and delivering results for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Total Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
EVOLVE 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, retirement planning, tax planning, estate planning, and insurance planning. By providing holistic and integrated solutions, the firm ensures that all aspects of their clients’ finances are considered and accounted for.
Client Types
EVOLVE WEALTH MANAGEMENT, LLC serves a variety of clients, including individuals, families, businesses, and institutions. Their team has the expertise to cater to the unique needs of each type of client, whether they are looking for personal financial planning or specialized services for their business or organization.
Fees & Compensation
EVOLVE WEALTH MANAGEMENT, LLC is a fee-only firm, which means they do not earn commissions from selling financial products. Instead, they only charge a fee based on a percentage of assets under management. This structure aligns their interests with their clients’ interests, as they only make money when their clients’ investments grow and perform well.
Background
The team at EVOLVE WEALTH MANAGEMENT, LLC has decades of combined experience in the financial industry. They have backgrounds in finance, accounting, and tax planning, allowing them to offer a well-rounded and comprehensive approach to managing clients’ wealth. With a commitment to ongoing education and staying up-to-date with industry trends and advancements, the advisors at EVOLVE WEALTH MANAGEMENT, LLC are equipped to provide the highest level of service and expertise to their clients.
Financial Advisor Disclosures to Know
While there are no disclosures listed for EVOLVE WEALTH MANAGEMENT, LLC on their SEC or FINRA profiles, it is always important for clients to carefully review and understand any potential conflicts of interest or disciplinary actions when working with a financial advisor. EVOLVE WEALTH MANAGEMENT, LLC is a registered investment advisor, meaning they are held to a fiduciary standard and are required to always act in their clients’ best interests.