How does the advisor help clients – Key Takeaways:
SUNQUEST WEALTH MANAGEMENT, LLC is a trusted name in the financial industry, serving clients with expert financial guidance and strategies. They provide personalized and comprehensive solutions to help clients achieve their financial goals. SUNQUEST WEALTH MANAGEMENT, LLC ensures client satisfaction by placing their clients’ needs and goals at the forefront of their services.
Facts and Insights
SUNQUEST WEALTH MANAGEMENT, LLC has established itself as a top financial advisory firm, providing a wide range of services to help clients achieve their financial objectives. With a team of highly skilled and experienced financial experts, the firm has made a name for itself in the industry. SUNQUEST WEALTH MANAGEMENT, LLC is committed to providing clients with the necessary resources and tools to make informed financial decisions.
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
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Services
Client Types
SUNQUEST WEALTH MANAGEMENT, LLC provides services to a diverse clientele, including individuals, families, and businesses. They work closely with their clients to fully understand their needs and develop a tailored financial plan to meet their specific goals and objectives. Whether it is planning for retirement, saving for college, or managing investments, SUNQUEST WEALTH MANAGEMENT, LLC has the expertise to guide clients through financial decisions.
Fees & Compensation
SUNQUEST WEALTH MANAGEMENT, LLC believes in transparency when it comes to fees and compensation. They work on a fee-only basis, which means they do not earn any commissions from the products they recommend. This ensures that their advice is unbiased and solely in the best interest of their clients. The firm charges a percentage of assets under management as their fee. This fee is typically between 1% to 2%, depending on the services provided.
Background
SUNQUEST WEALTH MANAGEMENT, LLC was founded by a team of financial experts who have a combined experience of over 50 years in the industry. Their goal was to create a firm that provides personalized and unbiased financial advice to clients. Over the years, the firm has grown and continues to thrive with a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know
SUNQUEST WEALTH MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by law, the firm has a Form ADV, which provides information about their business practices, fees, and potential conflicts of interest. They also have a strict code of ethics and put their clients’ interests above their own. SUNQUEST WEALTH MANAGEMENT, LLC has no disclosures or regulatory actions against them, showcasing their commitment to ethical and honest practices.