How does the advisor help clients – Key Takeaways:
MIGNEAULT WEALTH MANAGEMENT, LLC is a renowned financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive wealth management strategies. With a team of experienced and knowledgeable advisors, MIGNEAULT WEALTH MANAGEMENT, LLC provides financial guidance and services tailored to each client’s unique needs and objectives.
Facts and Insights
MIGNEAULT WEALTH MANAGEMENT, LLC was founded in 2008 and has since then been providing top-notch financial services to its clients. The firm currently manages assets worth $500 million and has a team of 10 advisors who have an average of 15 years of industry experience. The firm is registered with the Securities and Exchange Commission (SEC) and operates within the fiduciary standard, meaning that it always acts in the best interest of its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 13 years |
*Data from SEC filing as of 2019.
Financial Services Offered
MIGNEAULT WEALTH MANAGEMENT, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm follows a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life to create a comprehensive and customized plan.
Client Types
MIGNEAULT WEALTH MANAGEMENT, LLC serves a diverse group of clients including high-net-worth individuals, families, and businesses. The firm also provides financial services to retirees, pre-retirees, and young professionals. No matter the client’s financial situation or goals, MIGNEAULT WEALTH MANAGEMENT, LLC has the expertise and resources to develop a personalized plan to help them achieve their objectives.
Fees & Compensation
MIGNEAULT WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning that the firm does not earn commissions or receive any compensation from third-party products. This fee structure ensures that the advisors’ recommendations are unbiased and solely focused on the clients’ best interests. The firm’s fee schedule is transparent and based on a percentage of the total assets under management.
Background
The founder and principal of MIGNEAULT WEALTH MANAGEMENT, LLC is John Migneault, CFP®. With over 25 years of experience in the financial industry, John leads a team of experts who are committed to providing personalized financial advice and helping clients achieve their financial goals. The firm is also a member of the National Association of Personal Financial Advisors (NAPFA), a leading professional organization for fee-only financial advisors.
Financial Advisor Disclosures to Know
As a registered investment advisor, MIGNEAULT WEALTH MANAGEMENT, LLC is subject to SEC regulations and required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean record with no disciplinary actions or disclosures to report.
In conclusion, MIGNEAULT WEALTH MANAGEMENT, LLC is a trustworthy and reputable financial advisory firm with a proven track record of helping clients achieve their financial goals. The firm’s personalized approach, transparent fee structure, and experienced team make it an excellent choice for those seeking reliable and comprehensive financial advice.