How does the advisor help clients – Key Takeaways:
TETON WEALTH GROUP LLC is a team of experienced financial professionals dedicated to helping clients achieve their financial goals. They offer a range of services, from investment management and retirement planning to tax planning and estate planning, to help clients create a comprehensive financial plan.
Facts and Insights
Founded in 2010, TETON WEALTH GROUP LLC has over 10 years of experience in the financial industry. With over $500 million in assets under management, the firm has proven success in managing clients’ wealth. They pride themselves on their personalized approach, taking the time to understand each client’s unique financial situation and create a customized plan.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
TETON WEALTH GROUP LLC offers a comprehensive range of financial services to help clients plan for their future. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Employee benefits planning
Client Types
TETON WEALTH GROUP LLC works with a diverse range of individuals and families to help them achieve their financial goals. Their clients include:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Families
- Non-profit organizations
Fees & Compensation
TETON WEALTH GROUP LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ success. They do not receive any commissions or compensation from third-party products, so clients can trust that their recommendations are always in their best interest.
Background
The team at TETON WEALTH GROUP LLC is made up of highly qualified and experienced financial professionals. Their advisors have backgrounds in finance, accounting, and law, bringing a diverse set of skills to the table. They are also committed to continuing education and staying up-to-date on industry trends to provide the best service to their clients.
Financial Advisor Disclosures to Know
TETON WEALTH GROUP LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means they must adhere to strict regulations and fiduciary standards, putting their clients’ interests above their own. They have a clean record and no disciplinary actions have been taken against them.