How does the advisor help clients – Key Takeaways:
VISION2020 WEALTH MANAGEMENT CORP. is committed to providing clients with expert financial advice and assistance in achieving their financial goals. With a team of experienced professionals and a wide range of financial services, the company is dedicated to helping clients make informed decisions and achieve financial success.
Facts and Insights
The following table highlights key facts and insights about VISION2020 WEALTH MANAGEMENT CORP., including their assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 5 years |
Financial Services Offered
VISION2020 WEALTH MANAGEMENT CORP. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The expertise and services offered by VISION2020 WEALTH MANAGEMENT CORP. cater to a diverse range of clients, including:
- Individuals
- Business owners
- Families
- High net worth individuals
- Retirees
Fees & Compensation
VISION2020 WEALTH MANAGEMENT CORP. operates on a fee-only basis, meaning they only charge fees for their services and do not earn commission from the sale of products. This ensures that their advice is impartial and in the best interest of their clients. Fees may vary based on the complexity and scope of services provided.
Background
VISION2020 WEALTH MANAGEMENT CORP. has been in business for 5 years and is headquartered in New York City. The company was founded by experienced financial professionals who shared a vision for providing personalized and comprehensive financial planning services to clients.
Financial Advisor Disclosures to Know
VISION2020 WEALTH MANAGEMENT CORP. is a registered investment advisor with the Securities and Exchange Commission (SEC). As a registered advisor, the company is required to provide its clients with certain disclosures, including information on fees, conflicts of interest, and disciplinary history. Clients should carefully review these disclosures and ask their advisor for clarification on any concerns.