How does the advisor help clients – Key Takeaways:
Quam Wealth Advisory Group LLC is dedicated to providing expert financial advice to their clients in order to help them achieve their unique financial goals. With their extensive knowledge and experience in the financial industry, they are able to offer a wide range of services and cater to a diverse client base. They prioritize building strong relationships with their clients and providing personalized solutions to meet their individual needs.
Facts and Insights
With over 20 years of experience in the financial industry, Quam Wealth Advisory Group LLC has established themselves as a trusted and reputable financial advisor. They have a team of highly qualified and experienced advisors who are committed to providing top-notch financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
Quam Wealth Advisory Group LLC offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Quam Wealth Advisory Group LLC caters to a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to meet the unique financial needs of each client, regardless of their stage in life or financial situation.
Fees & Compensation
Quam Wealth Advisory Group LLC is a fee-only financial advisor, which means they do not earn any commissions or kickbacks from recommending specific investments or financial products. Their fees are transparent and based on a percentage of the assets under management, ensuring that their interests are aligned with those of their clients.
Background
Quam Wealth Advisory Group LLC was founded in 2001 by John Quam, a highly experienced financial advisor with over 30 years of experience. Since its inception, the firm has grown to include a team of ten highly qualified and experienced advisors. They are committed to providing exceptional financial services and building long-term relationships with their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Quam Wealth Advisory Group LLC is regulated by the Securities and Exchange Commission (SEC) and is legally bound to act in the best interests of their clients. They have a fiduciary duty to provide unbiased and transparent advice, ensuring that their clients’ interests always come first. As a firm, they also have a clean compliance record with no disciplinary actions or conflicts of interest.