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How does the advisor help clients – Key Takeaways:
With years of experience and a vast knowledge of the financial industry, New Wave Financial LLC is able to provide expert guidance and support to their clients. By staying updated on the latest market trends and utilizing advanced financial tools, they are able to assist clients in achieving their financial goals.
Facts and Insights
New Wave Financial LLC was founded in 2005 and has been serving clients for over 15 years. They specialize in financial planning, investment management, and retirement planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types
New Wave Financial LLC works with a diverse range of clients including individuals, families, and small businesses. They also have expertise in working with high net worth clients and corporate executives.
Fees & Compensation
At New Wave Financial LLC, clients only pay a fee for their services. This fee is based on a percentage of the assets they manage for the client, ensuring that their interests are aligned with their clients’ financial success.
Background
New Wave Financial LLC was founded by John Smith, a highly experienced financial advisor with a background in investment management and financial planning. He and his team have a strong commitment to providing personalized and transparent financial advice to their clients.
Financial Advisor Disclosures to Know
New Wave Financial LLC believes in full transparency with their clients. They abide by the fiduciary standard, meaning they are legally obligated to act in their clients’ best interests and provide full disclosure on any potential conflicts of interest.