How does the advisor help clients – Key Takeaways:
With over 20 years of experience, STRAVOLO WEALTH MANAGEMENT, LLC is a trusted financial advisor for individuals, families, and small businesses. They pride themselves on providing personalized and comprehensive financial planning and investment management services.
Facts and Insights:
Here are some noteworthy facts and insights about STRAVOLO WEALTH MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 4 | 20 years |
Financial Services Offered:
STRAVOLO WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education funding
- Business planning
Client Types:
STRAVOLO WEALTH MANAGEMENT, LLC serves a diverse client base, including:
- Individuals
- Families
- Small businesses
- Corporate executives
- High net worth individuals
Fees & Compensation:
STRAVOLO WEALTH MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They offer fee-only services, meaning they do not earn any commissions from selling financial products. Their fees are based on a percentage of assets under management, with a minimum annual fee of $5,000.
Background:
The founder of STRAVOLO WEALTH MANAGEMENT, LLC, John Stravolo, has over 20 years of experience in the financial industry. He holds a Master’s Degree in Finance and is a Certified Financial Planner (CFP®). He is also a member of several professional organizations, including the Financial Planning Association and the National Association of Personal Financial Advisors.
Financial Advisor Disclosures to Know:
As a registered investment advisor, STRAVOLO WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean record with no reportable events, and they always act in the best interest of their clients.