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How does the advisor help clients – Key Takeaways:
TM WEALTH MANAGEMENT, LLC is a leading financial advisory firm that provides comprehensive and customized wealth management services to its clients. With a team of experienced and knowledgeable financial experts, they are dedicated to helping their clients achieve their financial goals and secure their financial future.
Facts and Insights
TM WEALTH MANAGEMENT, LLC was founded in 2005 and has since become a trusted name in the financial services industry. They currently manage over $500 million in assets and have a team of 10 advisors who specialize in various areas of financial planning and management.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
TM WEALTH MANAGEMENT, LLC 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, and more. Their team of advisors work closely with each client to develop a personalized financial plan that is tailored to their individual goals and needs.
Client Types
TM WEALTH MANAGEMENT, LLC serves a diverse clientele that includes high-net-worth individuals, families, and small business owners. They also work with institutions such as foundations and endowments, providing them with expert financial guidance and support.
Fees & Compensation
TM WEALTH MANAGEMENT, LLC operates on a fee-only basis, which means they do not earn commissions on any products or services they recommend. This ensures that their clients receive unbiased and objective financial advice that is solely focused on their best interests. Their fees are based on a percentage of assets under management, providing clients with transparency and alignment of interests.
Background
The team at TM WEALTH MANAGEMENT, LLC has a wealth of experience and expertise in the financial industry. Each advisor is highly qualified and holds relevant certifications and licenses, demonstrating their knowledge and commitment to the profession. They also participate in ongoing education and training to stay updated on the latest market trends and best practices.
Financial Advisor Disclosures to Know
TM WEALTH MANAGEMENT, LLC adheres to strict ethical and legal standards and is registered with the Securities and Exchange Commission (SEC). They also have a clean regulatory record and have not faced any disciplinary actions or legal issues in the past.