and
How does the advisor help clients – Key Takeaways:
SHLECTER WEALTH MANAGEMENT, LLC is a premier financial management firm offering expert services to clients seeking to secure their financial future. The firm is committed to providing personalized and comprehensive financial planning and management services to individuals, families, and businesses. With a team of experienced professionals and a diverse range of financial services, SHLECTER WEALTH MANAGEMENT helps clients achieve their financial goals with confidence and peace of mind.
Facts and Insights
SHLECTER WEALTH MANAGEMENT, LLC has a strong track record of success and has been in the business for over 15 years. As of the most recent public records, the firm manages over $500 million in assets. With a team of 10 highly qualified and experienced financial advisors, SHLECTER WEALTH MANAGEMENT has established itself as a leader in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15+ |
Financial Services Offered
SHLECTER WEALTH MANAGEMENT offers a wide range of financial services to meet the diverse needs of their clients. These services include financial planning, investment management, retirement planning, tax planning, risk management, and estate planning. The firm takes a comprehensive approach to financial management, considering all aspects of a client’s financial situation to provide tailored solutions and strategies.
Client Types
SHLECTER WEALTH MANAGEMENT works with a diverse range of clients, including individuals, families, and businesses. Their services are designed to help clients at all stages of life, from young professionals just starting to save for their future, to retirees looking to protect and grow their wealth.
Fees & Compensation
SHLECTER WEALTH MANAGEMENT is a fee-only firm, meaning they do not earn commissions from investment products or financial services. Their fees are based on a percentage of the assets they manage, ensuring alignment with their clients’ goals and interests. This fee structure also incentivizes the firm to grow and protect their clients’ assets.
Background
The team at SHLECTER WEALTH MANAGEMENT has a combined experience of over 100 years in the financial industry. All advisors are highly qualified and hold advanced degrees and certifications, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also places a strong emphasis on continuing education and staying up-to-date with industry trends and changes.
Financial Advisor Disclosures to Know
SHLECTER WEALTH MANAGEMENT is committed to transparency and full disclosure with their clients. As a registered investment advisor, the firm follows strict regulations and ethical guidelines set by the Securities and Exchange Commission (SEC). Clients can access the firm’s Form ADV, which details important information about the firm’s services, fees, and potential conflicts of interest.