How does the advisor help clients – Key Takeaways:
MANAGED WEALTH ADVANTAGE, LLC acts as a trusted financial advisor for clients, providing expert guidance and personalized strategies to help them achieve their financial goals. Through a comprehensive approach to financial planning and investment management, the firm aims to maximize wealth and minimize risk for their clients.
Key takeaways include:
- Expert financial advice and guidance
- Personalized strategies based on each client’s unique needs
- Comprehensive approach to financial planning and investment management
- Maximizing wealth and minimizing risk for clients
Facts and Insights
MANAGED WEALTH ADVANTAGE, LLC boasts a team of experienced and knowledgeable financial experts who are dedicated to helping their clients achieve financial success. The firm utilizes cutting-edge technology and research to stay ahead of market trends and provide clients with the best possible advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
MANAGED WEALTH ADVANTAGE, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Insurance planning
Client Types
MANAGED WEALTH ADVANTAGE, LLC serves a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Couples
- Retirees
- Trusts
Fees & Compensation
MANAGED WEALTH ADVANTAGE, LLC operates on a fee-only basis, meaning their compensation comes solely from client fees and not from the sale of financial products. The firm believes this fee structure eliminates any potential conflicts of interest and ensures that their clients’ best interests are always the top priority.
Background
Founded in 2010, MANAGED WEALTH ADVANTAGE, LLC has quickly established itself as a leading financial advisory firm. The team is comprised of highly educated and experienced professionals who are committed to providing exceptional service and results for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, MANAGED WEALTH ADVANTAGE, LLC is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).