About OPENWATER VENTURES MANAGEMENT, LLC
OPENWATER VENTURES MANAGEMENT, LLC is a financial advisory firm that offers comprehensive wealth management services to individuals, families, and businesses. With years of experience and a team of highly qualified advisors, OPENWATER VENTURES MANAGEMENT, LLC has established itself as a trusted and reliable partner in helping clients achieve their financial goals.
How the Advisor Helps Clients – Key Takeaways:
- Offers comprehensive wealth management services to individuals, families, and businesses
- Experienced and qualified advisors
- Trusted and reliable partner in achieving financial goals
Facts and Insights
OPENWATER VENTURES MANAGEMENT, LLC has been in business for over a decade and has built a strong reputation for its expertise in financial planning and investment management. The firm serves clients from all walks of life and prides itself on providing personalized solutions to each client’s unique financial situation.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10+ years |
Financial Services Offered
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance planning
- Educational funding
- Charitable giving strategies
Client Types
OPENWATER VENTURES MANAGEMENT, LLC provides its services to individuals, families, and businesses of all sizes. The firm caters to the financial needs and goals of a diverse range of clients and has the expertise to handle their unique financial situations.
Fees & Compensation
OPENWATER VENTURES MANAGEMENT, LLC follows a transparent fee structure and is committed to providing its clients with value for their money. The firm charges a percentage of assets under management and also offers hourly consulting and project-based fees. Fees are determined based on individual client needs and are fully discussed and disclosed before any services are rendered.
Background
OPENWATER VENTURES MANAGEMENT, LLC was founded by a team of experienced and knowledgeable financial advisors with the aim of providing top-notch wealth management services to clients. The firm’s advisors have a strong educational background in financial planning, wealth management, and investment management, and are dedicated to continuous learning and staying up to date with industry trends and best practices.
Financial Advisor Disclosures to Know
OPENWATER VENTURES MANAGEMENT, LLC has a strict policy of providing full and fair disclosure to its clients. The firm’s advisors adhere to the fiduciary standard, putting the client’s best interests above their own. Additionally, the firm has no disciplinary actions or legal proceedings against it or its advisors.