How does the advisor help clients – Key Takeaways:
MWA Asset Management is a well-established financial services firm that provides expert guidance and management of assets for clients. With a team of experienced and knowledgeable advisors, MWA is able to offer a range of services to help individuals and businesses achieve their financial goals.
Facts and Insights
Founded in 1995, MWA Asset Management has been in business for over 25 years and has developed a strong reputation for providing top-quality financial services. As of 2021, the firm has over $2 billion in assets under management and a team of 15 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 1995 |
|---|---|
| Assets Under Management (AUM): | $2 billion |
| Number of Advisors: | 15 |
Financial Services Offered
MWA Asset Management offers a wide range of financial services to cater to the diverse needs of its clients. These services include investment management, financial planning, retirement planning, estate planning, tax strategies, and more. The experienced advisors at MWA work closely with clients to understand their financial situation and develop personalized strategies to help them achieve their goals.
Client Types
MWA Asset Management caters to a diverse range of clients, including individuals, families, and businesses of all sizes. The firm’s advisors have extensive experience in working with clients from various industries, and they are equipped to provide tailored solutions to meet the unique needs of each client.
Fees & Compensation
MWA Asset Management follows a fee-based compensation structure, which means that the firm charges a flat fee or a percentage of the assets under management for its services. This structure ensures that the advisors’ recommendations are not influenced by commission payouts, and they are solely focused on achieving the best results for their clients.
Background
MWA Asset Management was founded by a team of financial experts with a shared goal of providing top-quality financial services to help clients achieve their financial objectives. The firm prides itself on its client-centric approach and puts the clients’ needs and interests at the forefront of all decision-making.
Financial Advisor Disclosures to Know
As a fiduciary, MWA Asset Management is obligated to act in the best interests of its clients. The firm also has a strict code of ethics that its advisors must adhere to, ensuring full transparency and honesty in all interactions with clients. MWA also provides clients with a full disclosure of its fees and any potential conflicts of interest to maintain complete transparency and trust.