How does METIS WEALTH MANAGEMENT & PLANNING LLC help clients – Key Takeaways:
- Offers personalized financial planning and investment management services.
- Uses a holistic approach to help clients reach their financial goals.
- Specializes in working with high net worth individuals and families.
- Provides ongoing communication and support to help clients stay on track with their financial plan.
Facts and Insights:
METIS WEALTH MANAGEMENT & PLANNING LLC is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to high net worth individuals and families. With a team of experienced and knowledgeable advisors, METIS is dedicated to helping clients achieve their long-term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 5+ | 10+ years |
Financial Services Offered:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance analysis and planning
- Charitable giving strategies
Client Types:
- High net worth individuals and families
- Business owners
- Professionals
- Retirees
Fees & Compensation:
METIS WEALTH MANAGEMENT & PLANNING LLC operates on a fee-only basis, meaning that the firm does not earn any commissions or third-party fees for recommending specific investments. This aligns the firm’s interests with those of its clients, as advisors are not incentivized to sell certain products. Fees are based on a percentage of assets under management and are typically charged on a quarterly basis.
Background:
METIS WEALTH MANAGEMENT & PLANNING LLC was founded in 2001 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm has since grown to include a team of skilled and highly qualified advisors who are committed to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, METIS WEALTH MANAGEMENT & PLANNING LLC is required to disclose any potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is filed with the Securities and Exchange Commission (SEC).