How does the advisor help clients – Key Takeaways:
GORHAM WEALTH MANAGEMENT, LLC is a reputable financial firm that offers comprehensive financial planning and investment management services to individuals and businesses. The firm’s team of experienced and knowledgeable advisors work closely with each client to develop customized strategies that align with their financial goals and objectives.
- GORHAM WEALTH MANAGEMENT, LLC provides personalized financial planning and investment management services to individuals and businesses.
- The firm’s team of advisors develop customized strategies to help clients achieve their financial goals and objectives.
Facts and Insights
Founded in 2005, GORHAM WEALTH MANAGEMENT, LLC has established itself as a trusted financial advisor in the industry. With a commitment to providing high-quality services and building long-term relationships with clients, the firm has gained a loyal and satisfied client base over the years.
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
GORHAM WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their individual and business goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
Client Types
GORHAM WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- Individuals
- Families
- High net worth individuals
- Businesses
Fees & Compensation
GORHAM WEALTH MANAGEMENT, LLC charges a fee-based structure for their services. This means that the firm charges a percentage of the client’s assets under management as a fee. This fee is transparent and disclosed upfront to the clients, ensuring there are no hidden costs or conflicts of interest.
Background
The team at GORHAM WEALTH MANAGEMENT, LLC is made up of experienced and highly qualified advisors. Each advisor brings a unique skill set and expertise to the firm, allowing them to provide well-rounded and comprehensive financial advice to clients. The firm also has a dedicated support staff to ensure smooth and efficient operations.
Financial Advisor Disclosures to Know
GORHAM WEALTH MANAGEMENT, LLC is a fiduciary, meaning they are legally obligated to act in their client’s best interest at all times. As a registered investment advisor (RIA), the firm has a fiduciary duty to avoid conflicts of interest and always act in the best interest of their clients.