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How does the advisor help clients – Key Takeaways:
RETIREMENT WEALTH GROUP, INC. is committed to helping clients achieve their financial goals. The company offers a range of financial services and caters to different types of clients. With a team of experienced and knowledgeable advisors, the company aims to provide personalized and comprehensive financial solutions to its clients.
Facts and Insights
Assets Under Management: As of 2021, Retirement Wealth Group, Inc. has assets under management (AUM) of over $3 billion.
Number of Advisors: The company has a team of over 200 advisors who are dedicated to serving their clients.
Time in Business: Retirement Wealth Group, Inc. has been in business for over 10 years, with a strong track record of helping clients achieve their financial goals.
Financial Services Offered
Retirement Wealth Group, Inc. offers a wide range of financial services, including:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
Retirement Wealth Group, Inc. caters to a diverse set of clients, including:
- Individuals and families
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
Retirement Wealth Group, Inc. operates on a fee-based compensation model, which means that the company’s advisors are compensated based on a percentage of a client’s assets under management. This ensures that the advisors have a vested interest in their clients’ success.
Background
Retirement Wealth Group, Inc. was founded in 2010 with a mission to provide personalized and comprehensive financial solutions to clients. The company’s team of advisors has a combined experience of over 150 years in the financial industry, and they use their expertise to help clients achieve their unique financial goals.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest or financial disclosures of their advisor. At Retirement Wealth Group, Inc., our advisors are transparent and committed to acting in the best interest of our clients. Some key disclosures to know include:
- No history of regulatory actions or disciplinary events
- No reported criminal or civil actions
For a complete and up-to-date list of our advisors’ disclosures, please visit the SEC’s Investment Advisor Public Disclosure (IAPD) website.