How does the advisor help clients – Key Takeaways:
MIRAVAST ASSET MANAGEMENT, LLC is a highly experienced and trusted financial advisor, providing expert guidance and services to clients across a wide range of financial needs and goals. With a team of knowledgeable advisors and a commitment to personalized, tailored solutions, MIRAVAST is dedicated to helping clients make smart financial decisions and achieve their goals.
Some key takeaways about how MIRAVAST helps clients include:
- Providing a range of financial services, from investment management to retirement planning to estate planning
- Serving a diverse range of clients, including individuals, families, and businesses
- Operating with transparency and a fiduciary duty to always act in clients’ best interests
- Bringing extensive experience and expertise to each client’s unique financial situation
Facts and Insights
MIRAVAST ASSET MANAGEMENT, LLC has been in business for over 15 years and has built a strong reputation in the financial industry. The firm manages over $500 million in assets for its clients, and its team consists of 10 advisors with an average of over 20 years of experience in the financial services industry. This depth of experience allows MIRAVAST to provide its clients with informed, strategic guidance for their financial needs.
In addition, MIRAVAST stays up-to-date on the latest industry trends and insights, constantly evaluating and adjusting its strategies to ensure clients are receiving the most effective and beneficial financial services possible.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
MIRAVAST offers a comprehensive range of financial services to meet clients’ diverse needs and goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Wealth management
- Insurance planning
- Tax planning
- And more
Client Types
MIRAVAST serves a diverse range of clients, including individuals, families, and businesses. The firm’s knowledgeable advisors are equipped to handle a variety of financial situations and tailor their services to meet the unique needs and goals of each client.
Fees & Compensation
MIRAVAST follows a transparent fee structure and is committed to ensuring that clients are aware of any potential fees or compensation. Fees are typically based on a percentage of assets under management, and clients can expect to pay an average of 1% annually for these services. The firm also offers fee-only options for clients who prefer to pay for services directly rather than through commissions or other forms of compensation.
Background
MIRAVAST ASSET MANAGEMENT, LLC was founded in 2005 with a mission to provide personalized and comprehensive financial services to clients. The firm is headquartered in New York City and has built a strong reputation for its expert guidance and unparalleled customer service.
Financial Advisor Disclosures to Know
MIRAVAST ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC), and all of its advisors are licensed and certified to provide financial services. The firm operates under a fiduciary duty, meaning it is legally obligated to always act in clients’ best interests and avoid any potential conflicts of interest.
Additionally, all of MIRAVAST’s fees and potential conflicts of interest are fully disclosed to clients in its Form ADV and other legal documents. The firm is committed to transparency and ensuring that clients have all the information they need to make informed decisions about their finances.