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How does the advisor help clients – Key Takeaways:
Since its establishment in 2005, MATRIX PRIVATE WEALTH SOLUTIONS, INC. has been providing expert financial advice and services to individuals, families, and businesses. Their team of experienced advisors helps clients achieve their financial goals and gain a stronger understanding of their financial situation.
Facts and Insights:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 15 | 15 years |
Financial Services Offered:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance services
- Business planning
Client Types:
- High net worth individuals
- Business owners
- Retirees
- Institutional clients
- Non-profit organizations
Fees & Compensation:
MATRIX PRIVATE WEALTH SOLUTIONS, INC. charges a fee based on a percentage of the assets under management, typically ranging from 0.5% to 1.5%. They may also receive commissions from insurance or investment products sold to clients. All fees and compensation are disclosed to clients and are transparent.
Background:
MATRIX PRIVATE WEALTH SOLUTIONS, INC. was founded by financial experts with a combined experience of over 50 years in the industry. They have a strong track record of helping clients achieve their financial goals and providing personalized solutions for each individual.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest or disciplinary actions when choosing a financial advisor. MATRIX PRIVATE WEALTH SOLUTIONS, INC. has a clean record with no reported disciplinary actions. Additionally, they have a fiduciary duty to act in the best interest of their clients, providing unbiased and objective advice.