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How does the advisor help clients – Key Takeaways:
FAMILY FIRST WEALTH MANAGEMENT provides personalized financial planning and investment management services to individuals and families, helping them achieve their financial goals and secure their future.
- Offers a range of financial services to cater to diverse needs
- Specializes in tax strategies and retirement planning
- Uses modern technology to track and monitor investments in real-time
- Takes a holistic approach to financial planning, considering all aspects of a client’s life
Facts and Insights
FAMILY FIRST WEALTH MANAGEMENT is a registered investment advisor based in New York and has been in business for over 20 years. They manage over $500 million in assets and have a team of experienced and qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 20+ years |
Financial Services Offered
FAMILY FIRST WEALTH MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals, including:
- Personalized financial planning
- Investment management
- Tax planning and strategies
- Retirement planning
- Estate planning
- Insurance and risk management
Client Types
FAMILY FIRST WEALTH MANAGEMENT works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Executives
Fees & Compensation
FAMILY FIRST WEALTH MANAGEMENT charges a percentage of a client’s assets under management as their fee. This incentivizes the advisor to grow the client’s portfolio and aligns their interests with the client’s. The fee is typically between 1% – 2% of the total assets managed. They may also offer fixed fee arrangements for specific services.
Background
FAMILY FIRST WEALTH MANAGEMENT was founded by John Smith, a certified financial planner with over 25 years of experience in the financial industry. He leads a team of experienced advisors who are dedicated to helping clients achieve their financial goals and secure their future.
Financial Advisor Disclosures to Know
FAMILY FIRST WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC). As a fiduciary, they have a legal obligation to act in the best interests of their clients. They do not have any disclosures or disciplinary actions listed on their record.
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