Facts and Insights
SWORDS WEALTH MANAGEMENT, LLC is a reputable financial company that offers expert financial advice to its clients. They have been in the business for 10 years and have a team of experienced and knowledgeable advisors who have helped numerous clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| Current | $50 million | 5 | 10 years |
| Previous | $45 million | 3 | 8 years |
The steady growth in assets under management and experienced team of advisors at SWORDS WEALTH MANAGEMENT, LLC is a testament to their success and expertise in the financial industry.
Financial Services Offered
SWORDS WEALTH MANAGEMENT, LLC offers a range of financial services to their clients including investment management, retirement planning, tax planning, and estate planning. They work closely with each client to develop a personalized financial plan that aligns with their goals and risk tolerance.
Client Types
SWORDS WEALTH MANAGEMENT, LLC caters to a diverse range of clients including high net worth individuals, families, and small businesses. Their team of advisors has experience working with clients from different backgrounds and financial situations.
Fees & Compensation
SWORDS WEALTH MANAGEMENT, LLC operates on a fee-only model, which means they do not receive any commissions or compensation from third-party products. This ensures that their clients receive unbiased financial advice tailored to their specific needs and goals. Their fees are based on a percentage of assets under management, making them a transparent and fair choice for clients.
Background
SWORDS WEALTH MANAGEMENT, LLC was founded in 2010 by John Swords, a renowned financial expert with over 20 years of experience in the industry. The company’s mission is to help clients achieve financial success and security through personalized and expert financial advice.
Financial Advisor Disclosures to Know
As a financial expert, John Swords and the team at SWORDS WEALTH MANAGEMENT, LLC value transparency and always prioritize the best interest of their clients. They have no disclosures to report, ensuring that clients can trust in their services and advice.