How does the advisor help clients – Key Takeaways:
FIRELANDS WEALTH MANAGEMENT, LLC is a financial advisory firm that strives to help clients achieve their financial goals. Their team of experienced and dedicated advisors provide personalized financial guidance and services to clients of various backgrounds and needs.
- FIRELANDS WEALTH MANAGEMENT, LLC provides financial expertise and guidance to help clients achieve their financial goals.
- Their team of advisors offers personalized services to clients of diverse backgrounds and needs.
Facts and Insights
Based in Ohio, FIRELANDS WEALTH MANAGEMENT, LLC has been in business for over 20 years. As of 2021, they currently have $500 million in assets under management and a team of 10 advisors dedicated to assisting their 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
FIRELANDS WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their goals. These services include investment management, retirement planning, tax planning, estate planning, and more.
Client Types
FIRELANDS WEALTH MANAGEMENT, LLC serves a variety of clients, including individuals, families, and businesses. They cater to clients of different income levels and need for financial guidance.
Fees & Compensation
The fees and compensation structure at FIRELANDS WEALTH MANAGEMENT, LLC is based on a percentage of assets under management. This means that their fees are tied to the performance of their clients’ investments, ensuring that their interests are aligned with those of their clients.
Background
FIRELANDS WEALTH MANAGEMENT, LLC was founded in 2000 by a group of experienced financial advisors who saw a need for personalized and comprehensive financial services in the community. Since then, they have been dedicated to helping clients achieve their financial goals and providing exceptional customer service.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIRELANDS WEALTH MANAGEMENT, LLC is legally required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no disclosures to report.