wrapper
How does the advisor help clients – Key Takeaways:
NEXT LEVEL WEALTH MANAGEMENT, LLC, offers comprehensive financial services to help clients achieve their financial goals. With a team of experienced advisors, they provide personalized advice and solutions tailored to each client’s unique needs. Their mission is to help clients reach the next level of financial success.
Facts and Insights
Here are some key facts and insights about NEXT LEVEL WEALTH MANAGEMENT, LLC:
- Assets Under Management: $500 million 1
- Number of Advisors: 10 2
- Time in Business: 15 years 3
NEXT LEVEL WEALTH MANAGEMENT, LLC, has been in business for 15 years, providing reliable and knowledgeable financial advice to their clients. With $500 million in assets under management and a team of 10 experienced advisors, they have the expertise to help clients at any stage of their financial journey.
Financial Services Offered
As a comprehensive wealth management firm, NEXT LEVEL WEALTH MANAGEMENT, LLC, offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Their team of advisors can help clients navigate the complexities of the financial world and create a customized plan that aligns with their goals and values.
Client Types
NEXT LEVEL WEALTH MANAGEMENT, LLC, serves a diverse client base, including:
- High net worth individuals
- Business owners
- Retirees
- Young professionals
- Families
Their services are tailored to the unique needs and goals of each individual client, regardless of their financial background or stage in life.
Fees & Compensation
NEXT LEVEL WEALTH MANAGEMENT, LLC, operates on a fee-only basis, meaning they do not earn commissions from the products or services they recommend. Their fees are based on a percentage of assets under management, ensuring their interests are aligned with those of their clients.
Background
NEXT LEVEL WEALTH MANAGEMENT, LLC, was founded by a team of financial experts with a passion for helping individuals and families achieve financial success. Their advisors have an average of 15 years of experience in the financial services industry and hold various certifications and designations, including Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosure information when working with a financial advisor. Here are some important disclosures for NEXT LEVEL WEALTH MANAGEMENT, LLC:
- They have no regulatory or legal disclosures 4
- They do not have any disciplinary actions 5
- Their advisors are held to a fiduciary standard, meaning they must act in their clients’ best interests at all times 6
1. As of December 31, 2020.
2. As of January 1, 2021.
3. In business since 2006.
4. Source: FINRA BrokerCheck.
5. Source: SEC Investment Adviser Public Disclosure (IAPD).
6. As registered investment advisors, their advisors have a fiduciary duty to act in their clients’ best interests.