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How does the advisor help clients – Key Takeaways:
When it comes to managing wealth, having a trusted financial expert can make all the difference. Signature Select Wealth is a financial firm that works with clients to help them reach their financial goals. With a team of experienced advisors, they provide personalized services and solutions to their clients to ensure their financial well-being.
Facts and Insights
Signature Select Wealth has been in business for 15 years and currently manages over $500 million in assets. With a team of 10 advisors, they have the expertise and resources to provide high-quality financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Signature Select Wealth offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Signature Select Wealth works with a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Retirees
- Professionals
Fees & Compensation
Signature Select Wealth prides itself on being a fee-only firm, meaning that they do not receive any commissions for their services. Their fees are based on a percentage of the assets they manage for their clients, ensuring that their interests are aligned with their clients’ success.
Background
The team at Signature Select Wealth has a combined 50 years of experience in the financial industry. They are highly qualified and hold various certifications, including the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations. This expertise allows them to provide sound financial advice and strategies to their clients.
Financial Advisor Disclosures to Know
As with any financial firm, there are certain disclosures that clients should be aware of. At Signature Select Wealth, they adhere to a strict code of ethics and work in their clients’ best interests. They also have a fiduciary duty to act in their clients’ best interests at all times, meaning they have a legal obligation to provide unbiased and transparent advice.