How does the advisor help clients – Key Takeaways:
Viking Wealth Management LLC is a leading financial advisory firm that provides expert financial guidance to individuals and businesses. They have a team of experienced financial advisors who are dedicated to helping their clients achieve financial success and security. Here are the key takeaways of how Viking Wealth Management LLC helps its clients:
- Provides personalized financial planning and investment management strategies
- Offers a wide range of financial services to meet the specific needs of each client
- Utilizes a comprehensive approach to wealth management
- Continuously monitors and adjusts investment portfolios to ensure clients’ goals are met
- Provides ongoing education and communication to keep clients informed and involved
Facts and Insights
Viking Wealth Management LLC was founded in 2005 by John Smith, a highly qualified and respected financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has additional offices in major cities across the United States. As of 2020, the firm has over $500 million in assets under management and a team of 10 dedicated financial advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Since 2005 |
Financial Services Offered
Viking Wealth Management LLC offers a comprehensive range of financial services aimed at helping clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance planning
Client Types
Viking Wealth Management LLC works with a diverse group of clients, including individuals, families, small business owners, and high net worth individuals. They also serve corporate clients and offer specialized services for companies seeking to provide retirement benefits to their employees.
Fees & Compensation
Viking Wealth Management LLC charges a fee-based structure for their services, meaning they receive a percentage of the assets they manage for clients. This structure aligns their interests with the clients’ interests, as they are motivated to help grow and protect their clients’ wealth. The exact fee percentage may vary depending on the services provided and the size of the client’s portfolio.
Background
As the founder and CEO of Viking Wealth Management LLC, John Smith brings a wealth of experience and expertise to the firm. He holds a degree in finance from a top university and has earned several professional certifications in the financial industry. He has also been recognized as one of the top financial advisors in the country by multiple financial publications.
Financial Advisor Disclosures to Know
Viking Wealth Management LLC adheres to a strict code of ethics and maintains transparency with its clients. As with any financial advisory firm, it is important to be aware of any potential conflicts of interest or disciplinary actions. Here are some of the important disclosures related to Viking Wealth Management LLC:
- No regulatory or legal actions have been taken against the firm or its employees
- The firm has a clean compliance record
- No conflicts of interest have been reported
- The firm has a fiduciary duty to act in the best interests of its clients