How does the advisor help clients – Key Takeaways:
EXWORTH MANAGEMENT LLC acts as a financial advisor to help clients achieve their financial goals through expert guidance and personalized strategies. Using a client-centric approach, the firm offers a wide range of services and maintains transparency in its fees and compensation.
Facts and Insights
Founded in 2005, EXWORTH MANAGEMENT LLC has been in the financial advisory business for over 15 years. It has a team of experienced and knowledgeable advisors who provide sound financial advice to their clients. As of January 2021, the firm’s Assets Under Management (AUM) was $500 million.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
EXWORTH MANAGEMENT LLC offers a variety of financial services to assist clients in reaching their financial goals. These services include investment management, financial planning, retirement planning, tax planning, and estate planning. The firm also provides guidance on insurance and risk management.
Client Types
The firm serves a diverse clientele, including individuals, families, small businesses, and institutions. Its services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
EXWORTH MANAGEMENT LLC follows a fee-only structure, which means it charges a fee based on a percentage of the client’s assets under management. This fee is transparent and does not include any commissions or hidden charges. The firm believes in aligning its interests with those of its clients, and therefore, does not receive any compensation from third-party products or services.
Background
The team at EXWORTH MANAGEMENT LLC has years of experience and expertise in the financial industry. They stay up-to-date with the latest market trends and changes to provide their clients with the best possible advice. The firm values integrity, honesty, and personal relationships with its clients, which has led to a strong reputation in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, EXWORTH MANAGEMENT LLC is legally obligated to disclose any potential conflicts of interest or disciplinary actions. The firm has a clean record with no legal or regulatory disclosures to report. This further reinforces the firm’s commitment to transparency and ethical practices.