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How does the advisor help clients – Key Takeaways:
Key Takeaways:
HIGHRISE WEALTH MANAGEMENT is a reputable financial management firm that provides expert guidance to its clients. With a range of financial services offered and a diverse client base, the firm has demonstrated its ability to help clients achieve their financial goals. Here are some important facts and insights about HIGHRISE WEALTH MANAGEMENT.
Facts and Insights:
Founded in 2005, HIGHRISE WEALTH MANAGEMENT has been in business for over 15 years, serving as a trusted advisor to its clients. The firm currently has over $1 billion in assets under management and a team of 20 experienced and knowledgeable advisors.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $1 billion | 20 |
Financial Services Offered:
HIGHRISE WEALTH MANAGEMENT offers a comprehensive range of financial services to its clients. These services include investment management, retirement planning, estate planning, tax planning, and insurance services. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial well-being are taken into consideration.
Client Types:
HIGHRISE WEALTH MANAGEMENT caters to a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm’s advisors have the expertise and experience to understand and meet the unique financial needs and goals of each client.
Fees & Compensation:
Highrise Wealth Management operates on a fee-based compensation structure, meaning that the firm charges a percentage of a client’s assets under management as its fee. This aligns the firm’s interests with those of the client, as the advisors are motivated to help clients grow their wealth.
Background:
HIGHRISE WEALTH MANAGEMENT was founded by a team of seasoned financial professionals who shared a common goal of providing top-notch financial advice and services to their clients. The firm’s advisors have extensive experience and knowledge in the financial industry, and are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
- HIGHRISE WEALTH MANAGEMENT is a registered investment advisor with the Securities and Exchange Commission (SEC).
- All advisors at the firm are licensed and have passed the necessary exams and qualifications to provide financial advice and services.
- The firm has a fiduciary duty to act in the best interests of its clients at all times.