SERVANT WEALTH MANAGEMENT LLC
SERVANT WEALTH MANAGEMENT LLC is an independent, financial service firm located in the heart of the financial district. With a team of experienced financial advisors, they provide comprehensive financial planning and investment management services to clients across the nation.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive financial planning and investment management services
- Provides personalized solutions tailored to each client’s unique financial needs and goals
- Utilizes a team-based approach to provide a diverse range of expertise
Facts and Insights
SERVANT WEALTH MANAGEMENT LLC has been in business for over 20 years and currently manages over $500 million in assets under management. They have a team of 10 financial advisors, each with their own area of specialization and expertise.
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
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
Client Types
- High net worth individuals
- Business owners
- Corporate executives
- Families
- Non-profit organizations
Fees & Compensation
SERVANT WEALTH MANAGEMENT LLC operates on a fee-only basis, which means they are compensated solely by client fees and do not receive any commissions or incentives from third parties. This allows them to provide unbiased advice and recommendations to their clients without any conflicts of interest.
Background
The team at SERVANT WEALTH MANAGEMENT LLC has a combined experience of over 100 years in the financial industry. They are dedicated to continuously educating themselves on the latest financial trends, strategies, and products to provide the most up-to-date advice and solutions to their clients.
Financial Advisor Disclosures to Know
All of the financial advisors at SERVANT WEALTH MANAGEMENT LLC are registered with the Securities and Exchange Commission (SEC) and are required to disclose any potential conflicts of interest to their clients. They also operate under a fiduciary duty, meaning they are legally bound to act in their clients’ best interests at all times.