How does the advisor help clients – Key Takeaways:
Frontwave Capital Management, LLC is a leading financial advisory firm that provides expert guidance to clients in various aspects of wealth management. Their team of experienced financial advisors offers personalized strategies and solutions to help clients achieve their financial goals.
- Provides personalized strategies and solutions for clients
- Expert guidance in wealth management
- Team of experienced financial advisors
- Help clients achieve their financial goals
Facts and Insights:
Frontwave Capital Management, LLC was founded in 2005 and has since then established itself as a trusted financial advisor in the industry. With their vast knowledge and expertise, the firm is equipped to provide clients with the right guidance and tools to manage their wealth effectively.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
Client Types:
- High-net-worth individuals
- Business owners
- Family offices
- Non-profit organizations
Fees & Compensation:
Frontwave Capital Management, LLC operates as a fee-only firm, which means they only charge a fee for their services and do not earn commissions from selling financial products. This ensures that their advice is unbiased and aligned with the best interests of their clients.
Background:
The team at Frontwave Capital Management, LLC consists of highly qualified and experienced professionals who hold advanced degrees in finance, accounting, and business. They also hold prestigious certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know:
As a registered investment advisor, Frontwave Capital Management, LLC is legally obligated to disclose any potential conflicts of interest or disciplinary actions. According to the Securities and Exchange Commission (SEC) records, the firm has a clean disciplinary history, with no legal or regulatory actions against them.