How does the advisor help clients – Key Takeaways:
JDV Wealth Advisors, LLC is a trusted financial firm dedicated to helping clients achieve their financial goals. With years of experience and a team of knowledgeable advisors, they provide valuable guidance and personalized strategies to help clients secure their financial future.
Here are some key takeaways on how JDV Wealth Advisors can assist their clients:
- Comprehensive financial planning tailored to individual needs and goals.
- Expertise in various financial services, including investment management, retirement planning, tax planning, and more.
- Client-centric approach with a focus on building long-term relationships.
- Transparent and unbiased advice with the client’s best interest always in mind.
Facts and Insights
JDV Wealth Advisors, LLC is an independent financial firm registered with the Securities and Exchange Commission (SEC). According to the latest publicly available information, as of December 2020, the firm manages assets worth $500 million and has 10 advisors on staff.
Assets Under Management, Number of Advisors and Time in Business:
Source: www.adviserinfo.sec.gov
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 7 years |
Financial Services Offered
JDV Wealth Advisors, LLC provides a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
JDV Wealth Advisors, LLC works with individuals, families, and business owners to help them achieve their financial goals. Their client base includes high net worth individuals, executives, and professionals.
Fees & Compensation
JDV Wealth Advisors, LLC offers fee-based services, which means they are compensated through a combination of fees and commissions based on a percentage of the assets under management or a flat fee for financial planning services. This fee structure ensures that the firm’s interests are aligned with their clients’ best interests.
Background
JDV Wealth Advisors, LLC was founded in 2014 with a mission to provide personalized financial advice to individuals and families. The firm’s team of advisors has a combined experience of over 50 years in the financial industry, making them well-equipped to handle complex financial situations and provide expert guidance.
Financial Advisor Disclosures to Know
As a registered investment advisor, JDV Wealth Advisors, LLC has a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. Their SEC filings show that the firm has a clean record with no disciplinary actions or legal issues.