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REPLICA WEALTH ADVISORS INC.
Founded in 2005, Replica Wealth Advisors Inc. is a reputable financial advisory firm that offers comprehensive and personalized wealth management solutions to clients. With a team of experienced and knowledgeable advisors, REPLICA is known for providing excellent financial advice and resources to help individuals and families achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized wealth management solutions
- Provides comprehensive financial advice
- Helps clients achieve their financial goals
Facts and Insights:
- Founded in 2005
- Team of experienced and knowledgeable advisors
- Provides excellent financial advice and resources
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business | |
|---|---|---|---|
| Replica Wealth Advisors Inc. | $500 million | 10+ | 16 years |
Financial Services Offered:
- Investment management
- Portfolio analysis and optimization
- Retirement planning
- Tax planning and preparation
- Estate planning
- Education planning
- Insurance planning
- Debt management
- And more
Client Types:
- Individuals and families
- Business owners
- High net-worth individuals
- Retirees
- And more
Fees & Compensation:
REPLICA charges a percentage of AUM as their fee, typically ranging from 0.5% to 1.5%. They may also charge an hourly or flat fee for financial planning services. Compensation may also include commissions and fees from any products or services recommended to clients.
Background:
The team at REPLICA is made up of highly skilled and experienced professionals, including Certified Financial Planners (CFPs), Certified Public Accountants (CPAs), and Chartered Financial Analysts (CFAs). They are dedicated to providing quality financial advice and building long-term relationships with their clients.
Financial Advisor Disclosures to Know:
- REPLICA is a registered investment advisor (RIA) with the SEC
- They have a fiduciary duty to act in their clients’ best interests
- They may receive compensation from third parties for recommending certain products or services
- Full disclosure of any conflicts of interest will be provided to clients
- Any material changes to the firm or its policies will be disclosed to clients