How does the advisor help clients – Key Takeaways:
When it comes to personal finances, it can be overwhelming and confusing for individuals to navigate on their own. That is where having a knowledgeable and experienced financial advisor comes in handy. At FAIRPOINT WEALTH MANAGEMENT, LLC, clients can expect the expertise and guidance necessary to help them achieve their financial goals.
Some key takeaways on how FAIRPOINT WEALTH MANAGEMENT, LLC helps its clients include:
- Creating personalized financial plans to meet specific goals and needs
- Evaluating and adjusting investment portfolios to ensure they align with clients’ risk tolerance and objectives
- Providing ongoing support and education to help clients make informed financial decisions
Now, let’s take a closer look at some facts and insights about FAIRPOINT WEALTH MANAGEMENT, LLC.
Facts and Insights
FAIRPOINT WEALTH MANAGEMENT, LLC has been in business since 2005, providing financial services to clients for over 15 years. They currently have approximately $1 billion in assets under management and a team of experienced advisors dedicated to helping their clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 10+ |
Financial Services Offered
At FAIRPOINT WEALTH MANAGEMENT, LLC, clients can expect a range of financial services, including but not limited to:
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
FAIRPOINT WEALTH MANAGEMENT, LLC serves a diverse group of clients, including:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation
FAIRPOINT WEALTH MANAGEMENT, LLC operates on a fee-only model, meaning they do not charge commissions or earn income from the sale of financial products. Their fees are based on a percentage of assets under management and are transparently communicated with clients before any services are provided.
Background
Founded by a team of financial professionals with over 50 years of combined experience, FAIRPOINT WEALTH MANAGEMENT, LLC prides itself on providing exceptional financial advice and services to their clients. They are registered with the Securities and Exchange Commission (SEC) and act as a fiduciary, meaning they always have their clients’ best interests in mind.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interest or past disciplinary actions. Here are some key disclosures regarding FAIRPOINT WEALTH MANAGEMENT, LLC:
- No disciplinary actions have been taken against the firm or its advisors in the past 10 years.
- The firm does not have any legal or regulatory events that may impact its ability to serve clients.
- The firm has a clean record with regards to compliance with securities laws and regulations.
In conclusion, FAIRPOINT WEALTH MANAGEMENT, LLC is a reputable and experienced financial advisory firm that prides itself on helping its clients achieve their financial goals. With their personalized financial planning and ongoing support, clients can feel confident and at ease with their financial future in the hands of this expert firm.