About MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC
MINE & ARAO WEALTH CREATION AND MANAGEMENT, LLC (MAWCM) is a reputable wealth management firm that provides a wide range of financial services to clients. With over 20 years of experience in the industry, MAWCM has established itself as a trusted advisor for individuals, families, and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- MAWCM acts as a financial expert for clients in managing their wealth and achieving their financial goals.
- MAWCM works with clients to create customized financial plans based on their unique needs and circumstances.
- MAWCM provides ongoing guidance and support to clients in implementing and adjusting their financial plans.
- MAWCM offers a wide range of financial services, including investment management, retirement planning, tax planning, and more.
Facts and Insights
MAWCM has a team of experienced and knowledgeable advisors who are dedicated to providing top-notch financial advice and services to clients. The firm believes in building long-term relationships with clients and prioritizes their best interests at all times.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Risk Management
- Financial Education
Client Types
- Individuals
- Families
- Businesses
- Trusts and Estates
Fees & Compensation
MAWCM charges fees based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with the clients’ interests. The firm also offers transparent and competitive fees for its financial planning and advisory services.
Background
MAWCM was founded by experienced financial advisors with a passion for helping clients achieve financial success. The firm has a strong commitment to ethics and excellence and holds itself to the highest standards of professionalism and integrity.
Financial Advisor Disclosures to Know
MAWCM operates with full disclosure and transparency to its clients. The firm follows all regulatory guidelines and is registered with the Securities and Exchange Commission (SEC). MAWCM also provides clients with important information, such as its Form ADV and any potential conflicts of interest.