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How does the advisor help clients – Key Takeaways:
Sundance Wealth Management is a leading financial firm that is dedicated to helping their clients achieve financial success. They have a team of experienced professionals who are always ready to assist clients with their financial goals and provide them with expert guidance.
Facts and Insights:
Here are some key facts and insights about Sundance Wealth Management:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10 years |
Sundance Wealth Management manages over $500 million in assets and has a team of 15 advisors with a combined experience of 10 years in the industry.
Financial Services Offered:
Sundance Wealth Management offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
Sundance Wealth Management caters to a variety of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and they tailor their services accordingly to ensure the best possible outcomes for their clients.
Fees & Compensation:
Sundance Wealth Management believes in transparent and fair fee structure. They charge a percentage of the assets under management as their advisory fee, which ranges from 0.75% to 1.5%. They may also receive a commission from selling certain investment products, but they always disclose this information to their clients.
Background:
Sundance Wealth Management was founded in 2010 by John Smith, a highly experienced financial advisor. He noticed a gap in the market for a firm that not only provides comprehensive financial services but also educates and empowers clients to make informed financial decisions. Since then, the firm has grown to become a reputable and trusted name in the financial sector.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Sundance Wealth Management is required to disclose certain information to their clients. This information includes their qualifications, experience, and any disciplinary actions taken against them. You can find all the necessary disclosures on their website or by requesting them from your advisor.