How does the advisor help clients – Key Takeaways:
FAMILY WEALTH COACHING, LLC is a financial firm dedicated to helping individuals and families manage and grow their wealth through customized coaching and planning services. With a team of experienced advisors, they provide personalized solutions and guidance to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about FAMILY WEALTH COACHING, LLC:
| Assets Under Management: | $50 million (as of 2021) |
|---|---|
| Number of Advisors: | 8 |
| Time in Business: | 10 years |
Financial Services Offered
FAMILY WEALTH COACHING, LLC offers a range of financial services to meet the diverse needs of their clients. These services include:
- Wealth management
- Financial planning
- Estate planning
- Tax planning
- Risk management
- Retirement planning
Client Types
The firm serves a wide range of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Professionals
Fees & Compensation
At FAMILY WEALTH COACHING, LLC, advisors are compensated based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as they are motivated to help grow their clients’ wealth. The firm’s fee structure is transparent and fully disclosed to clients.
Background
FAMILY WEALTH COACHING, LLC was founded in 2011 with a mission to provide comprehensive and personalized financial guidance to individuals and families. The team of advisors brings a combined experience of over 50 years in the financial industry, allowing them to offer a wealth of knowledge and expertise to their clients.
Financial Advisor Disclosures to Know
FAMILY WEALTH COACHING, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients at all times. As an RIA, they are also required to disclose any potential conflicts of interest to their clients.