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How does the advisor help clients – Key Takeaways:
MPOWER WEALTH MANAGEMENT, LLC is a trusted financial expert that offers a wide range of financial services to help clients reach their financial goals. With a focus on personalized and comprehensive financial planning, MPOWER WEALTH MANAGEMENT, LLC aims to empower their clients to make informed financial decisions for a secure future.
Facts and Insights:
MPOWER WEALTH MANAGEMENT, LLC was founded in 2015 and has been in business for 6 years. They currently have assets under management of $500 million and a team of 10 dedicated advisors to serve their clients’ needs. Their commitment to exceptional service and experience has earned them a loyal and satisfied client base.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2015 | $500 million | 10 |
Financial Services Offered:
MPOWER WEALTH MANAGEMENT, LLC offers a variety of financial services, including but not limited to:
- Financial planning and investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Educational planning
Client Types:
MPOWER WEALTH MANAGEMENT, LLC works with a diverse group of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Retirees
- Trusts and estates
- Non-profit organizations
Fees & Compensation:
MPOWER WEALTH MANAGEMENT, LLC believes in transparent and fair compensation for their services. They operate on a fee-only basis, meaning that they do not earn any commissions or third-party fees for recommending certain products or investments. Their fees are based on a percentage of the assets under management, giving them an incentive to help their clients grow their portfolios and achieve their financial goals.
Background:
The team at MPOWER WEALTH MANAGEMENT, LLC is comprised of experienced and highly educated professionals. They hold various certifications and licenses, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). This multi-disciplinary approach allows them to provide clients with well-rounded and comprehensive financial guidance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, MPOWER WEALTH MANAGEMENT, LLC adheres to strict ethical and legal standards. It is important for clients to be aware of any potential conflicts of interest or disciplinary actions. Here are MPOWER WEALTH MANAGEMENT, LLC’s current disclosures:
- No legal or regulatory actions within the past 10 years
- No civil actions within the past 10 years
- No bankruptcy filings within the past 10 years
- No criminal actions within the past 10 years