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How Does the Advisor Help Clients – Key Takeaways:
UNITED SUCCESS WEALTH MANAGEMENT is a financial advisory firm that prides itself on providing expert guidance and support to its clients. With a team of experienced and knowledgeable advisors, the firm offers a wide range of financial services to help clients achieve their financial goals and secure their financial future.
Facts and Insights
Here are some key facts and insights about UNITED SUCCESS WEALTH MANAGEMENT:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 15 | 10+ years |
Financial Services Offered
UNITED SUCCESS WEALTH MANAGEMENT offers a comprehensive range of financial services to its clients. This includes:
- Personalized financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance services
Client Types
UNITED SUCCESS WEALTH MANAGEMENT caters to a diverse client base, which includes:
- High-net-worth individuals
- Small business owners
- Families and individuals
- Retirees
Fees & Compensation
As a fee-only advisor, UNITED SUCCESS WEALTH MANAGEMENT charges a percentage of assets under management as its fee. This ensures that their interests are aligned with their clients’ and there are no conflicts of interest. The firm also offers a free initial consultation to potential clients.
Background
Founded in 2011, UNITED SUCCESS WEALTH MANAGEMENT has grown to become a trusted and reputable name in the financial advisory industry. The firm is led by a team of experienced financial advisors who are committed to providing outstanding service and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial advisor, it is important to be transparent about any potential conflicts of interest or disclosures. Here are some key disclosures to know about UNITED SUCCESS WEALTH MANAGEMENT:
- The firm has no disciplinary actions or regulatory sanctions against it.
- The firm may recommend or use affiliated investments, but always discloses this information to clients.
- The firm has a fiduciary duty to act in the best interest of their clients.