How does the advisor help clients – Key Takeaways:
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC provides financial expertise to clients without explicitly stating it. As a third party professional, they offer unbiased and personalized solutions for managing wealth. Their services range from financial planning and investment management, to retirement and estate planning.
Facts and Insights
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC has been in business for over 15 years, with a team of experienced advisors and a solid track record of success. With total assets under management of $1 billion, they have helped numerous clients achieve their financial goals and maintain a secure financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 15 | 15 years |
Financial Services Offered
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC offers a range of financial services to help clients manage their wealth effectively. This includes comprehensive financial planning, investment management, risk management, retirement planning, estate planning, and more. They tailor their services to meet each client’s unique financial needs and goals.
Client Types
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and small business owners. They understand that each client has different needs and concerns, and they work closely with them to develop personalized financial strategies that align with their goals and values.
Fees & Compensation
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC operates on a transparent fee-only basis. This means that their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals. They do not receive commissions or any other form of compensation for recommending specific products, allowing for impartial advice.
Background
MCCARY ANHEUSER WEALTH MANAGEMENT, LLC was founded 15 years ago by Sarah McCary and Mike Anheuser, both of whom have extensive experience in the financial industry. They wanted to create a firm that offered personalized and unbiased financial solutions for clients, without the conflicts of interest often seen in the industry.
Financial Advisor Disclosures to Know
As a financial expert, MCCARY ANHEUSER WEALTH MANAGEMENT, LLC ensures full transparency with their clients. They provide all necessary disclosures and information that potential clients should know before working with them. This includes their registered licenses, affiliations, and any potential conflicts of interest.