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How does the advisor help clients – Key Takeaways:
I-SQUARED WEALTH MANAGEMENT, INC. provides comprehensive financial planning and investment management services to individuals, families, and businesses. Their team of advisors helps clients achieve their financial goals through personalized guidance and strategic portfolio management. They prioritize building strong relationships with their clients and strive to provide exceptional service.
Facts and Insights
I-SQUARED WEALTH MANAGEMENT, INC. was founded in 2010 and has been in business for over 10 years. The firm has over $500 million in assets under management and 5 advisors on their team to serve their clients.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 5 |
Financial Services Offered
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Risk Management
- Education Planning
- Budgeting and Cash Flow Management
Client Types
I-SQUARED WEALTH MANAGEMENT, INC. primarily serves individuals and families, but they also offer services to small businesses and institutions. Their diverse client base allows them to understand the unique needs and goals of each client and provide customized solutions.
Fees & Compensation
As a fee-only firm, I-SQUARED WEALTH MANAGEMENT, INC. does not earn commissions on the sale of financial products or receive any other form of compensation from third parties. Instead, they charge a percentage of assets under management as their fee, which aligns their interests with their clients and ensures transparent and unbiased advice.
Background
The team at I-SQUARED WEALTH MANAGEMENT, INC. consists of experienced professionals with diverse backgrounds in finance, taxation, and law. They are committed to continuous education and staying up-to-date with industry trends and regulations. Their expertise allows them to provide sound financial advice and help their clients navigate complex financial situations.
Financial Advisor Disclosures to Know
As a registered investment advisor, I-SQUARED WEALTH MANAGEMENT, INC. is held to a fiduciary standard, which means they are legally obligated to act in the best interests of their clients. They also have a clean record with no disciplinary actions or conflicts of interest that may impact their clients. It is important to note that not all financial advisors are held to the same standard, so it is crucial to do proper research before choosing an advisor.