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How does the advisor help clients – Key Takeaways:
RIGHTWAY INVESTMENTS, PLLC is a highly experienced and knowledgeable financial firm that offers a wide range of services to help clients achieve their financial goals. Their team of experts provides personalized solutions to clients based on their unique needs and financial situation.
Facts and Insights
RIGHTWAY INVESTMENTS, PLLC was founded in 2005 and has been in business for over 15 years. They have a team of 10 advisors who are all highly experienced and knowledgeable in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
RIGHTWAY INVESTMENTS, PLLC offers a wide range of financial services, including but not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education funding
Client Types
RIGHTWAY INVESTMENTS, PLLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
- Non-profits
Fees & Compensation
RIGHTWAY INVESTMENTS, PLLC operates on a fee-based compensation structure. This means that they charge a percentage of the client’s assets under management as their fee. They do not receive any commissions for recommending specific investments, ensuring that their recommendations are always in the client’s best interest.
Background
RIGHTWAY INVESTMENTS, PLLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means that they are held to a fiduciary standard, which requires them to always act in the best interest of their clients. They are also required to disclose any potential conflicts of interest, ensuring transparency in their services.
Financial Advisor Disclosures to Know
As with any financial firm, it is important for clients to understand any potential conflicts of interest. Some of the potential disclosures related to RIGHTWAY INVESTMENTS, PLLC include:
- Partnerships or relationships with specific investment companies or products
- Any potential fees or compensation for recommending certain products
- Disclosure of any disciplinary action taken against the firm or advisors
- Any outside business activities of the firm or advisors