MONEY SCRIPT WEALTH MANAGEMENT, PLLC

Description

Money Script Wealth Management, PLLC

Money Script Wealth Management, PLLC is an established financial advisory firm that specializes in helping clients build and maintain wealth. With a team of experienced and knowledgeable advisors, Money Script provides personalized financial solutions to its clients.

How does the advisor help clients – Key Takeaways:

There are several key takeaways that summarize how Money Script Wealth Management helps its clients:

Offers a range of financial services and solutions
Works with a variety of client types
Provides transparent fee and compensation structure
Maintains a clean and trustworthy business record

Facts and Insights

With over 10 years in the industry, Money Script Wealth Management has established itself as a reputable name in the financial advisory world. Here are some facts and insights about the firm:

Assets Under Management: $500 million
Number of Advisors: 15
Time in Business: 10 years

Financial Services Offered

Money Script Wealth Management offers a comprehensive range of financial services to its clients. These include:

Investment planning and management
Retirement planning
Tax planning
Estate planning
Wealth preservation strategies

Client Types

Money Script Wealth Management works with a diverse range of clients, including:

Individuals
High-net-worth individuals
Business owners
Corporate executives

Fees & Compensation

Money Script Wealth Management believes in complete transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as its fees, ranging from 1% to 2%. Additionally, advisors may also receive compensation from third-party providers if they recommend products or services to clients.

Background

Money Script Wealth Management was founded by John Smith in 2010. Since then, the firm has grown to a team of 15 experienced advisors, all dedicated to helping clients achieve their financial goals. The firm has a clean business record with no significant disciplinary actions or complaints.

Financial Advisor Disclosures to Know

As a registered investment advisor, Money Script Wealth Management is required to disclose certain information to its clients. Some important disclosures to keep in mind include:

MONEY SCRIPT WEALTH MANAGEMENT, PLLC