How does the advisor help clients – Key Takeaways:
Fisher & Wiens Wealth Management, LLC offers a range of financial services to help clients achieve their financial goals. They have a team of experienced advisors who provide personalized and comprehensive financial planning and investment management services.
Some key takeaways on how Fisher & Wiens Wealth Management, LLC helps clients include:
- Customized financial planning and investment strategies tailored to each client’s unique goals and risk tolerance
- Regular portfolio reviews and adjustments to ensure clients’ investments remain aligned with their goals
- Diversification of investments to reduce risk and maximize returns
- Ongoing education and support to help clients make informed financial decisions
Facts and Insights
Fisher & Wiens Wealth Management, LLC was founded in 2015 and is based in San Francisco, California. The firm currently has 10 advisors and manages over $500 million in assets under management.
The firm aims to provide clients with a high level of transparency and communication. They believe in building long-term relationships with their clients and continuously strive to exceed their expectations.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Founded in 2015 |
Financial Services Offered
Fisher & Wiens Wealth Management, LLC provides a wide range of financial services to their clients. These include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
Client Types
The firm serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
Fisher & Wiens Wealth Management, LLC charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with their clients’ interests, as the firm only earns more when their clients’ portfolios grow.
All fees and compensation are fully disclosed to clients, and there are no hidden charges or commissions involved. The firm takes pride in providing transparent and objective financial advice to their clients.
Background
Fisher & Wiens Wealth Management, LLC was founded by John Fisher and Sarah Wiens, two experienced financial advisors with a passion for helping clients achieve their financial goals. They have a team of dedicated and knowledgeable advisors who work together to serve their clients’ best interests.
The firm follows a disciplined and research-driven investment approach, continuously keeping up with market trends and economic conditions to make informed investment decisions.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to be aware of any potential conflicts of interests or disciplinary actions. Fisher & Wiens Wealth Management, LLC has a clean record with no reported disciplinary actions or conflicts of interest.