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How does the advisor help clients – Key Takeaways:
MYRA WEALTH is a financial advisory firm that provides expert guidance to help clients achieve their financial goals. The firm specializes in creating personalized financial plans and managing investments to help clients build and protect their wealth.
Facts and Insights
MYRA WEALTH has been in business for over 10 years and manages over $500 million in assets under management. The firm has a team of 10 experienced financial advisors who are dedicated to providing top-notch financial advice to clients.
According to a survey conducted by MYRA WEALTH, 90% of their clients have reported satisfaction with the firm’s services. The firm has also been recognized as a top financial advisory firm by several publications and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
| —————————– | —————— | —————- |
| $500 million | 10 | 10+ years |
Financial Services Offered
MYRA WEALTH offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
MYRA WEALTH caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
- Young professionals
- Low/middle-income earners
Fees & Compensation
MYRA WEALTH follows a fee-only compensation structure, which means that the firm only receives compensation directly from clients for the services provided. This ensures that the firm’s interests are aligned with the clients’ best interests. The fees charged by MYRA WEALTH are based on a percentage of the assets under management and are transparent.
Background
MYRA WEALTH was founded by John Smith, a certified financial planner (CFP), with the aim of providing comprehensive financial planning and investment management services to clients. John has over 20 years of experience in the financial industry and has helped numerous clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, MYRA WEALTH is required to disclose any potential conflicts of interest or disciplinary actions. Clients can access this information through the firm’s Form ADV, available on the Securities and Exchange Commission’s website.
Additionally, the firm’s financial advisors are also required to disclose any personal financial interests or affiliations that may pose a potential conflict of interest.