How does the advisor help clients – Key Takeaways:
Mountain View Strategic Wealth, LLC is an experienced and knowledgeable financial advisory firm that helps clients achieve their financial goals. With a team of expert advisors and a wide range of services, the firm is able to provide personalized and comprehensive strategies for wealth management.
Facts and Insights
Founded in 2005, Mountain View Strategic Wealth, LLC has over 15 years of experience in the financial industry. The firm has offices in Chicago and New York, and serves clients all over the United States. As of December 31, 2020, the firm had over $2.5 billion in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 2005 |
| Number of Advisors: | 12 |
| Assets Under Management: | $2.5 billion |
Financial Services Offered
Mountain View Strategic Wealth, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a variety of clients, including high net worth individuals, families, and small business owners. They also offer specialized services for physicians, executives, and retirees.
Fees & Compensation
Mountain View Strategic Wealth, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients. Additionally, they may receive other compensation, such as commissions, for certain services offered.
Background
Mountain View Strategic Wealth, LLC takes a client-centric approach to financial advising, focusing on building long-term relationships with their clients. They pride themselves on their transparency, experience, and integrity in all aspects of their work.
Financial Advisor Disclosures to Know
Mountain View Strategic Wealth, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As such, they are bound by fiduciary duty to act in the best interests of their clients. This means they must disclose any potential conflicts of interest and always prioritize the client’s needs above their own.