How does the advisor help clients – Key Takeaways:
ILIAD WEALTH SOLUTIONS is a financial advisory firm that provides personalized wealth management solutions for individuals, families, and businesses. With a team of experienced advisors and a wide range of financial services, they aim to help clients achieve their financial goals and secure their future. Here are some key takeaways about how ILIAD WEALTH SOLUTIONS helps their clients:
- Offers personalized wealth management solutions for individuals, families, and businesses
- Employs a team of experienced and knowledgeable financial advisors
- Provides a wide range of financial services to meet the diverse needs of clients
- Focuses on helping clients achieve their financial goals and secure their future
Facts and Insights
ILIAD WEALTH SOLUTIONS was founded in 2005 and is headquartered in Chicago, Illinois. They currently have over $1 billion in assets under management and a team of 20 financial advisors. With over 15 years in the business, they have helped numerous clients manage, protect, and grow their wealth.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20 | 15+ years |
Financial Services Offered
ILIAD WEALTH SOLUTIONS offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of the services they offer include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
- Business planning
Client Types
ILIAD WEALTH SOLUTIONS serves a diverse range of clients, including:
- High-net-worth individuals
- Families and multi-generational families
- Small business owners
- Corporate executives
- Non-profits and foundations
- Trusts and estates
Fees & Compensation
ILIAD WEALTH SOLUTIONS charges a percentage of assets under management as their fee. The exact percentage depends on the size of the client’s portfolio and the level of services required. They do not receive commission or third-party fees for recommending specific products, ensuring that their advice is always in the best interest of the client.
Background
The team at ILIAD WEALTH SOLUTIONS has a combined experience of over 100 years in the financial industry. They are all knowledgeable and accredited professionals who are dedicated to providing customized solutions and exceptional service to their clients. Their approach is to build long-term relationships with clients and be their trusted advisors in every stage of their financial journey.
Financial Advisor Disclosures to Know
ILIAD WEALTH SOLUTIONS is a fee-only financial advisory firm, meaning they do not receive any commissions or third-party fees for their services. They have a fiduciary duty to act in the best interest of their clients at all times, and are transparent about any potential conflicts of interest. ILIAD WEALTH SOLUTIONS also discloses any disciplinary history or legal proceedings on their Form ADV, a required SEC filing for registered investment advisors.