How does the advisor help clients – Key Takeaways:
Ocean Breeze Wealth LLC is a financial advisory firm that provides expert guidance and services to help clients achieve their financial goals. With a team of experienced advisors, they offer a range of financial solutions and personalized strategies to meet the unique needs of each client.
Facts and Insights
Founded in 2010, Ocean Breeze Wealth LLC has a proven track record of success in helping clients navigate their financial journeys. As of 2021, the firm manages over $500 million in assets and has a team of 15 advisors dedicated to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 15 |
Financial Services Offered
Ocean Breeze Wealth LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, and estate planning. Additionally, the firm offers specialized services for business owners and high-net-worth individuals.
Client Types
Ocean Breeze Wealth LLC serves a diverse range of clients, including individuals, families, business owners, and high-net-worth individuals. Their team of advisors has experience working with clients at various stages of life, from young professionals just starting to build their wealth to retirees looking to preserve and transfer their assets.
Fees & Compensation
Ocean Breeze Wealth LLC follows a fee-based compensation structure, meaning their advisors earn a percentage of the assets under management as their compensation. This aligns the interests of the firm and their clients, as the advisors are motivated to help their clients grow and protect their wealth.
Background
The founding partners of Ocean Breeze Wealth LLC have a combined experience of over 50 years in the financial services industry. They have a team of advisors who are highly qualified and experienced in various areas of finance, including investment management, tax planning, and estate planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Ocean Breeze Wealth LLC is required to disclose any potential conflicts of interest and any disciplinary actions or legal proceedings against their firm or advisors. Clients can access this information through publicly available sources, such as the Securities and Exchange Commission’s online database.