TRAILS EDGE WEALTH ADVISERS, LLC
TRAILS EDGE WEALTH ADVISERS, LLC is a leading financial firm that specializes in providing high-quality, personalized financial advice and services to its clients. Comprised of a team of experienced and knowledgeable financial experts, TRAILS EDGE helps its clients achieve their long-term financial goals through a wide range of services and strategies.
How does the advisor help clients – Key Takeaways:
- Offering personalized financial advice tailored to each client’s unique needs and goals
- Providing comprehensive financial planning services to help clients achieve long-term success
- Implementing proven investment strategies to help clients build and protect their wealth
- Monitoring and adjusting portfolios to ensure they align with clients’ changing financial circumstances
Facts and Insights
Here are some key facts and insights about TRAILS EDGE WEALTH ADVISERS, LLC:
- Founded in 1998
- Assets Under Management: $1.5 billion (as of 2020)
- Number of Advisors: 14
- Over 20 years of experience in the financial industry
- A trusted and reputable name in the financial sector
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| As of 2020 | $1.5 billion | 14 | Over 20 years |
Financial Services Offered
TRAILS EDGE WEALTH ADVISERS, LLC offers a comprehensive range of financial services to help clients achieve their long-term financial goals:
- Investment management and portfolio guidance
- Retirement planning and income management
- Estate planning and wealth transfer strategies
- Tax planning and optimization
- Education planning for children and grandchildren
Client Types
TRAILS EDGE WEALTH ADVISERS, LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- Retirees
- High net worth individuals
- Professionals and executives
Fees & Compensation
TRAILS EDGE WEALTH ADVISERS, LLC is a fee-based advisor, meaning they charge a fee for their services and do not earn commissions from selling financial products. This ensures that their interests align with their clients’ interests and eliminates potential conflicts of interest.
Background
TRAILS EDGE WEALTH ADVISERS, LLC was founded in 1998 by a team of seasoned financial experts with a shared vision of providing personalized and holistic financial advice to clients. With over 20 years of experience, TRAILS EDGE has established itself as a trusted and reputable name in the financial industry.
Financial Advisor Disclosures to Know
Here are some important disclosures to know when working with TRAILS EDGE WEALTH ADVISERS, LLC:
- TRAILS EDGE is a registered investment advisor (RIA) with the U.S. Securities and Exchange Commission (SEC)
- All advisors at TRAILS EDGE are required to act in the best interests of their clients
- TRAILS EDGE has a fiduciary duty to its clients, meaning they must always put their clients’ interests above their own
- TRAILS EDGE may receive compensation from third-party sources, such as mutual funds or insurance companies, for recommending their products to clients
- TRAILS EDGE has a strict code of ethics and policies in place to ensure transparency and fairness in all their dealings with clients