How does the advisor help clients – Key Takeaways:
TUSHINGHAM WEALTH STRATEGIES, LLC is a leading financial advisory firm that specializes in providing wealth management strategies for high-net-worth individuals and families. With a team of experienced and knowledgeable advisors, they are dedicated to helping clients achieve their financial goals and securing their financial future.
Facts and Insights
TUSHINGHAM WEALTH STRATEGIES, LLC was founded in 1995 and has since grown to become one of the most reputable wealth management firms in the country. They currently manage over $1 billion in assets and have a team of 12 dedicated advisors who are committed to delivering personalized financial solutions to each of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded: | 1995 |
|---|---|
| Assets Under Management: | $1 billion |
| Number of Advisors: | 12 |
Financial Services Offered
TUSHINGHAM WEALTH STRATEGIES, LLC offers a wide range of financial services including wealth management, investment management, retirement planning, tax planning, estate planning, and insurance planning. Their team of advisors has expertise in various financial areas, allowing them to create comprehensive and customized solutions for each client’s unique needs.
Client Types
TUSHINGHAM WEALTH STRATEGIES, LLC caters to high-net-worth individuals and families who are looking for comprehensive and personalized financial solutions. They also work with business owners, corporate executives, and retirees, helping them manage their wealth and secure their financial future.
Fees & Compensation
TUSHINGHAM WEALTH STRATEGIES, LLC charges a fee based on a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with those of their clients, as their success is directly tied to the performance of their clients’ portfolios. They do not receive commissions for any financial products they recommend, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
TUSHINGHAM WEALTH STRATEGIES, LLC was founded by John Tushingham, a highly experienced and sought-after financial advisor with over 30 years of experience in the industry. He leads a team of advisors who share his commitment to providing personalized and comprehensive financial solutions to each client. They stay up-to-date with the latest market trends and continuously educate themselves to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, it is important for clients to understand certain disclosures about TUSHINGHAM WEALTH STRATEGIES, LLC. These include any conflicts of interest, any past legal or disciplinary actions, and any fees or compensation associated with their services. As a reputable firm, they are transparent and open about all disclosures, ensuring that clients have all the necessary information to make informed decisions about their financial future.