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How does the advisor help clients – Key Takeaways:
PROMENADE WEALTH offers a variety of financial services and personalized strategies to help clients reach their financial goals. With a team of experienced advisors and a strong focus on client relationships, PROMENADE WEALTH is dedicated to providing top-notch financial advice and support.
Facts and Insights:
PROMENADE WEALTH has been in the financial industry for over 15 years, serving clients across the country. Their team currently manages assets under management totaling over $500 million and is made up of 10 dedicated advisors. With their extensive knowledge and experience, PROMENADE WEALTH is well-equipped to assist clients in navigating the ever-changing landscape of the financial world.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Over 15 years |
Financial Services Offered:
PROMENADE WEALTH offers a wide range of financial services to meet the diverse needs of their clients. These services include wealth management, retirement planning, investment advice, tax planning, and estate planning. Their team of advisors works closely with each client to develop a customized strategy that aligns with their unique financial goals and objectives.
Client Types:
PROMENADE WEALTH caters to a diverse group of clients, including high net worth individuals, families, and small business owners. They understand that each client has different financial needs and goals, and they tailor their services to meet those specific needs.
Fees & Compensation:
PROMENADE WEALTH operates on a fee-based model, meaning they charge a percentage of assets under management as their fee. This ensures that their interests are aligned with their clients’ and encourages them to make investment decisions that will benefit their clients in the long run. They also offer hourly and fixed fee options for certain services.
Background:
Founded in 2005, PROMENADE WEALTH has quickly established itself as a leading financial advisory firm. Their team of advisors has a combined experience of over 50 years in the financial industry, providing them with the expertise and knowledge to help clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a financial advisor, PROMENADE WEALTH adheres to strict ethical standards and always puts their clients’ best interests first. They are registered with the Securities and Exchange Commission and have a clean disciplinary record. They are also transparent about their fees and any potential conflicts of interest, ensuring that their clients are fully informed before making any decisions.