How does the advisor help clients – Key Takeaways:
MICHAEL WATERS INVESTMENT ADVISERS LLC is committed to helping its clients achieve their financial goals. They provide expert financial advice, personalized strategies, and a range of services to meet the unique needs of each individual or institution.
Some key takeaways of how they help clients are:
- Expert financial advice from experienced professionals
- Tailored strategies to meet individual needs and goals
- Comprehensive financial services to cover all aspects of wealth management
Facts and Insights
In order to truly understand the capabilities of MICHAEL WATERS INVESTMENT ADVISERS LLC, it is important to know some of the company’s key facts and insights:
- Assets under management: $500 million (as of 2020)
- Number of advisors: 10
- Time in business: over 15 years
With these numbers, it is evident that MICHAEL WATERS INVESTMENT ADVISERS LLC has a strong foundation and a proven track record of success.
Financial Services Offered
MICHAEL WATERS INVESTMENT ADVISERS LLC offers a wide range of financial services to help clients reach their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- And more
This comprehensive approach allows clients to have all their financial needs taken care of in one place, making it easier and more efficient to manage their wealth.
Client Types
MICHAEL WATERS INVESTMENT ADVISERS LLC serves a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Institutions
- Corporate clients
- And more
With such a varied client base, the advisors at MICHAEL WATERS INVESTMENT ADVISERS LLC have the experience and expertise to cater to the unique needs of each client.
Fees & Compensation
As a fee-only investment advisory firm, MICHAEL WATERS INVESTMENT ADVISERS LLC has a clear and transparent fee structure. They are compensated solely by the fees paid by their clients, so their interests are aligned with the success of their clients’ investments.
Their fees are calculated as a percentage of assets under management, with rates varying depending on the size of the portfolio. This ensures that clients only pay for the services they need and receive personalized attention and advice.
Background
MICHAEL WATERS INVESTMENT ADVISERS LLC was founded in 2005 by Michael Waters himself. With over 25 years of experience in the financial industry, Mr. Waters leads a team of highly qualified and experienced advisors who share his passion for helping clients achieve financial success.
The company has grown steadily over the years and has established a strong reputation for providing top-notch financial services to clients.
Financial Advisor Disclosures to Know
As with any financial advisor, there are certain disclosures that clients should be aware of when working with MICHAEL WATERS INVESTMENT ADVISERS LLC:
- They are registered with the Securities and Exchange Commission (SEC)
- They have a clean record with no disciplinary actions or violations
- Their advisors are properly licensed and have no conflicts of interest
Having these disclosures in mind can give clients peace of mind and confidence in the credibility and integrity of MICHAEL WATERS INVESTMENT ADVISERS LLC.