About FIRM FOUNDATION WEALTH MANAGEMENT, LLC
FIRM FOUNDATION WEALTH MANAGEMENT, LLC is a leading financial services firm that provides comprehensive wealth management services to individuals and institutions. With a team of highly experienced professionals and a strong commitment to client success, FIRM FOUNDATION WEALTH MANAGEMENT, LLC is dedicated to helping their clients build and preserve their wealth.
How the Advisor Helps Clients – Key Takeaways
- Comprehensive wealth management services
- Expertise in financial planning and investment management
- Strong commitment to client success
- Experienced team of professionals
Facts and Insights
FIRM FOUNDATION WEALTH MANAGEMENT, LLC has over $500 million in assets under management and serves a diverse client base, including high net worth individuals, families, and institutions. Their team of advisors has an average of 15 years of experience in the financial industry, providing clients with a wealth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15+ | 10+ years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
Client Types
- High net worth individuals
- Families
- Institutions
Fees & Compensation
FIRM FOUNDATION WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. They do not receive commissions or other incentives for recommending specific products or investments, providing clients with unbiased advice.
Background
Founded in 2010, FIRM FOUNDATION WEALTH MANAGEMENT, LLC was created with the goal of providing personalized and objective financial advice to clients. Their team of advisors has a diverse background and brings a range of expertise to the firm, allowing them to provide comprehensive and tailored solutions to each client’s unique situation.
Financial Advisor Disclosures to Know
As a registered investment advisor, FIRM FOUNDATION WEALTH MANAGEMENT, LLC is committed to transparency and fully complies with all disclosure requirements. They provide a Form ADV to all clients, which includes information about their services, fees, and any potential conflicts of interest. Additionally, the firm has a fiduciary duty to act in the best interests of their clients at all times.