FILIGREE WEALTH ADVISORS, LLC
FILIGREE WEALTH ADVISORS, LLC provides exceptional financial advice and guidance to its clients. The firm has a team of experienced and knowledgeable professionals who are dedicated to helping clients achieve their financial goals. FILIGREE WEALTH ADVISORS, LLC is committed to providing personalized and comprehensive financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
FILIGREE WEALTH ADVISORS, LLC offers a wide range of financial services to help clients reach their financial goals. These services include investment management, retirement planning, estate planning, and tax planning. The firm also provides personalized financial advice and guidance to help clients make informed financial decisions.
Facts and Insights
FILIGREE WEALTH ADVISORS, LLC has been in business for over 20 years, and during that time, the firm has successfully managed over $500 million in assets. The firm has a team of 10 experienced advisors who have an average of 15 years of industry experience. FILIGREE WEALTH ADVISORS, LLC has a proven track record of delivering excellent results for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
-Investment Management
– Retirement Planning
– Estate Planning
– Tax Planning
Client Types
-Individuals
– Families
– Businesses
Fees & Compensation
FILIGREE WEALTH ADVISORS, LLC charges a percentage of assets under management as the main form of compensation. The firm’s fee structure is transparent and is disclosed to clients upfront. FILIGREE WEALTH ADVISORS, LLC is committed to providing value for its clients’ investment.
Background
The team at FILIGREE WEALTH ADVISORS, LLC has a wide range of expertise and experience in various areas of finance, making them well-equipped to provide comprehensive financial solutions for their clients. The firm’s advisors have various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). FILIGREE WEALTH ADVISORS, LLC is also a member of various industry organizations, such as the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know
FILIGREE WEALTH ADVISORS, LLC believes transparency is crucial in the client-advisor relationship. As such, the firm makes all necessary disclosures and provides all required documents to clients, including the Form ADV, which outlines the firm’s services, fees, and potential conflicts of interest. FILIGREE WEALTH ADVISORS, LLC also adheres to a strict code of ethics and puts its clients’ interests first.