How does the advisor help clients – Key Takeaways:
FOGARTY WEALTH MANAGEMENT, INC. is a reputable financial advisory firm that prides itself in providing expert guidance and strategic solutions to clients in managing their finances. With a team of highly qualified and experienced advisors, the firm offers a wide range of financial services to cater to the diverse needs of their clients.
Facts and Insights
FOGARTY WEALTH MANAGEMENT, INC. was founded in 2005 and has since grown to become a trusted name in the financial industry. Their team of advisors collectively has over 50 years of experience and have handled millions of dollars in client assets. With an unwavering commitment to excellence, the firm has garnered a loyal clientele and has received numerous industry awards and recognitions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $100 million+ | 5+ | 16+ |
Financial Services Offered
FOGARTY WEALTH MANAGEMENT, INC. offers a comprehensive range of financial services to help clients meet their short and long-term financial goals. These services include wealth management, retirement planning, estate planning, tax planning, investment management, and insurance planning. Their team of advisors works closely with clients to create personalized financial plans tailored to their unique needs and risk tolerance.
Client Types
FOGARTY WEALTH MANAGEMENT, INC. caters to a diverse clientele, including high net worth individuals, families, and business owners. Their team of advisors has the expertise and knowledge to assist clients at any stage of their financial journey, from accumulating wealth to preserving and transferring it to future generations.
Fees & Compensation
The firm operates on a fee-only basis, which means they do not receive any commissions or kickbacks from financial products or services they recommend. This ensures that their recommendations are always in the best interest of their clients. The fees charged by FOGARTY WEALTH MANAGEMENT, INC. are based on a percentage of the assets under management.
Background
FOGARTY WEALTH MANAGEMENT, INC. was founded by John Fogarty, a seasoned financial advisor with over 30 years of experience in the industry. Before starting the firm, John held various leadership positions at top financial institutions and has a proven track record of delivering exceptional financial solutions to clients. He leads the team of advisors at the firm, setting a high standard for professionalism and client service.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, FOGARTY WEALTH MANAGEMENT, INC. is committed to transparency and ethical practices. They provide all necessary disclosures to clients, including any potential conflicts of interest, as required by the Securities and Exchange Commission (SEC). Clients can trust that their best interests will always be the top priority at FOGARTY WEALTH MANAGEMENT, INC.