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How does the advisor help clients – Key Takeaways:
Tactical Wealth Partners is dedicated to providing expert financial advice and management to clients, helping them achieve their goals and secure their financial future. Through comprehensive services and personalized strategies, this firm works closely with clients to create a solid foundation for financial success.
Facts and Insights
Founded in 2005, Tactical Wealth Partners has over 15 years of experience in the financial services industry. With a team of experienced and knowledgeable advisors, the firm has helped countless clients reach their financial goals and establish long-term financial stability.
The firm currently manages over $500 million in assets and has a team of 10 advisors working with clients. This allows for personalized attention and support for each client, as well as a diverse range of expertise and knowledge within the team.
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
Tactical Wealth Partners offers a wide range of financial services to help clients achieve their financial goals. This includes investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning, ensuring that all aspects of a client’s financial well-being are taken into consideration.
Client Types
The firm works with a diverse range of clients, including individuals, families, and small businesses. Their services are tailored to each client’s specific needs and goals, allowing for personalized and effective financial planning. Tactical Wealth Partners is committed to helping clients at all stages of their financial journey, from those just starting to build their wealth to those looking to preserve and transfer their assets.
Fees & Compensation
Tactical Wealth Partners operates on a fee-only basis, meaning that they do not earn commissions from any financial products or services. This ensures that their advice is unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of assets under management, and they are transparent and clearly stated to clients before any services are rendered.
Background
Tactical Wealth Partners was founded by a team of experienced financial professionals who shared a common goal of providing top-quality financial advice to clients. The firm operates with a strong focus on integrity, transparency, and personalized service, earning a reputation for excellence in the financial industry.
Financial Advisor Disclosures to Know
Tactical Wealth Partners is a registered investment advisor, meaning they are bound by fiduciary duty to act in their clients’ best interest. This includes disclosing any potential conflicts of interest and ensuring that all investment recommendations are suitable for the client’s specific goals and risk tolerance.
Additionally, the firm is transparent about its fee structure and any potential fees or expenses that may arise from their services. They also fully disclose any affiliations or partnerships that may influence their advice.