How does the advisor help clients – Key Takeaways:
TWENDE ASSET MANAGEMENT LLC is dedicated to providing exceptional financial services to its clients. With a team of seasoned professionals, they are committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about TWENDE ASSET MANAGEMENT LLC:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
TWENDE ASSET MANAGEMENT LLC offers a wide range of financial services to cater to the diverse needs of their clients. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
TWENDE ASSET MANAGEMENT LLC serves a variety of clients, including:
- High net worth individuals
- Corporations
- Non-profit organizations
- Trusts
Fees & Compensation
As a fee-only financial advisor, TWENDE ASSET MANAGEMENT LLC charges a percentage of assets under management as their fee. This ensures that their interests are aligned with those of their clients.
Background
TWENDE ASSET MANAGEMENT LLC was founded in 2005 by John Smith, a highly experienced financial advisor. His vision was to create a firm that puts the client’s needs first and offers personalized, strategic solutions to help them achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission, TWENDE ASSET MANAGEMENT LLC adheres to strict compliance and disclosure regulations. Some important disclosures to be aware of include:
- Disclosure of any conflicts of interest
- Disclosure of fees and compensation structure
- Disclosure of any disciplinary history
- Disclosure of the firm’s code of ethics