How does the advisor help clients – Key Takeaways:
ILLUMINATE WEALTH MANAGEMENT acts as a financial expert for clients, providing them with personalized financial planning and investment management services. With a focus on wealth accumulation and preservation, their team of advisors is committed to helping clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights about ILLUMINATE WEALTH MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 10 years |
Financial Services Offered
ILLUMINATE WEALTH MANAGEMENT provides a range of financial services that are tailored to fit each individual client’s needs, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
ILLUMINATE WEALTH MANAGEMENT serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Executives
- Retirees
- Families
Fees & Compensation
ILLUMINATE WEALTH MANAGEMENT is a fee-only firm, which means they do not receive commissions for selling financial products. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with their clients’ goals.
Background
Founded in 2010, ILLUMINATE WEALTH MANAGEMENT is a registered investment advisor (RIA) firm based in New York. Their team of experienced advisors has a deep understanding of the financial industry and utilizes a holistic approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, ILLUMINATE WEALTH MANAGEMENT is required to disclose any potential conflicts of interest to their clients. They adhere to a strict code of ethics and always act in the best interest of their clients.