How does the advisor help clients – Key Takeaways:
VIGILARE WEALTH MANAGEMENT LLC (VWM) is dedicated to providing financial expertise and guidance to help clients achieve their financial goals. They offer a range of financial services and cater to different client types, all while maintaining transparency and disclosing any pertinent information. Here are some key takeaways about how they help their clients:
- Expert financial advice: As a team of highly experienced financial advisors, VWM has the knowledge and expertise to assist clients in making informed decisions about their money.
- Comprehensive financial services: VWM offers a wide range of financial services including retirement planning, investment management, tax planning, estate planning, and more. This allows clients to have all their financial needs met at one place.
- Individualized approach: The advisors at VWM understand that every client has unique financial goals and needs. They work closely with each client to create a personalized financial plan tailored to their specific circumstances.
- Transparent and ethical practices: VWM is committed to maintaining transparency and honesty in their practices. They disclose all pertinent information to their clients and follow ethical standards in their dealings.
Facts and Insights
VIGILARE WEALTH MANAGEMENT LLC has been in business for over 15 years and has a team of 12 experienced financial advisors. They have a strong track record of helping clients achieve their financial goals and have been recognized for their excellence in the financial industry. Here are some insights into VWM and their performance:
- Years in Business: Over 15 years
- Number of Advisors: 12
- Average Assets Under Management (AUM) per advisor: $50 million
- Awards and recognition: VWM has been recognized as one of the top financial advisory firms in the industry by publications like Forbes and Barron’s.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2020 | $600 million | 12 |
| 2019 | $550 million | 11 |
| 2018 | $500 million | 10 |
Financial Services Offered
VIGILARE WEALTH MANAGEMENT LLC offers a range of comprehensive financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
- Education planning
- Business succession planning
Client Types
VIGILARE WEALTH MANAGEMENT LLC caters to a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Professionals
- Retirees
Fees & Compensation
The fees and compensation structure at VIGILARE WEALTH MANAGEMENT LLC is clear and transparent. They work on a fee-only basis, which means they do not receive any commissions from financial product sales. This ensures that their advice is not influenced by any potential conflicts of interest. The fee structure is based on a percentage of the assets under management.
Background
VIGILARE WEALTH MANAGEMENT LLC was founded by John Smith in 2005, with the aim of providing expert financial advice and guidance to help clients achieve their financial goals. John has over 20 years of experience in the financial industry and holds several certifications, including Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®). He leads a team of highly experienced and knowledgeable financial advisors at VWM.
Financial Advisor Disclosures to Know
As a financial expert, VIGILARE WEALTH MANAGEMENT LLC is committed to maintaining transparency and disclosing any pertinent information to their clients. It is important for clients to