How does the advisor help clients – Key Takeaways:
FIRST SECURITY FINANCIAL WEALTH MANAGER, INC. acts as a trusted financial expert to clients seeking personalized financial advice. With a focus on wealth management, the firm provides a wide range of financial services and caters to various client types. Their team of experienced advisors works closely with clients to develop tailored solutions that align with their unique financial goals and objectives.
Facts and Insights:
First Security Financial Wealth Manager, Inc. has been in business for over 20 years. Throughout its existence, the firm has built a reputation for providing top-notch financial services and advice to its clients. This is evidenced by its impressive asset under management (AUM) figure, as well as the number of advisors on its team.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
First Security Financial Wealth Manager, Inc. offers a comprehensive range of financial services, including but not limited to:
- Wealth management
- Investment management
- Financial planning
- Estate planning
- Tax planning and preparation
- Retirement planning
Client Types:
The firm caters to a diverse range of clients, including but not limited to:
- High-net-worth individuals
- Small business owners
- Executives
- Retirees
Fees & Compensation:
First Security Financial Wealth Manager, Inc. offers fee-based financial services, meaning that they earn their compensation directly from their clients. This encourages a client-first mentality and ensures that the firm’s interests are aligned with those of their clients. Fees may vary depending on the services provided and the complexity of the client’s financial situation.
Background:
The founding members of First Security Financial Wealth Manager, Inc. have a combined experience in the financial industry of over 50 years. This level of expertise and knowledge allows the firm to provide clients with well-informed and effective financial advice.
Financial Advisor Disclosures to Know:
As a registered investment advisor (RIA), First Security Financial Wealth Manager, Inc. is required to adhere to certain disclosure policies and procedures. These include providing clients with a Form ADV, which details information about the firm’s services, fees, and investment strategies. Additionally, advisors may also have their own personal disclosures, which can be found on the SEC’s Investment Advisor Public Disclosure (IAPD) website.