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Facts and Insights
VIVID WEALTH MANAGEMENT, LLC is a financial advisory firm that specializes in providing wealth management services to clients. The firm has a team of experienced advisors who are dedicated to helping clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment strategies to fit each client’s specific needs and goals.
- Offers a wide range of financial services and products to help clients build, preserve, and manage their wealth.
- Utilizes a disciplined and comprehensive approach to financial planning and investing.
- Works closely with clients to understand their risk tolerance, time horizon, and financial objectives.
- Regularly reviews and adjusts clients’ investments to ensure they remain aligned with their goals and risk tolerance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 5 years |
Financial Services Offered
VIVID WEALTH MANAGEMENT, LLC offers a variety of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Business planning
- Education planning
Client Types
VIVID WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- Individuals and families
- Retirees
- Business owners
- Non-profit organizations
- High-net-worth individuals
- Corporate executives
- Trusts and estates
Fees & Compensation
VIVID WEALTH MANAGEMENT, LLC charges clients a percentage of assets under management as their fee for services. The firm’s compensation structure is designed to align with clients’ long-term interests, as the more clients’ assets grow, the more the firm’s compensation grows.
Background
VIVID WEALTH MANAGEMENT, LLC was founded in 2016 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and is a fee-only advisor, meaning they do not receive commissions for selling financial products.
Financial Advisor Disclosures to Know
As a registered firm with the SEC, VIVID WEALTH MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. Some important disclosures to be aware of include:
- The firm’s advisors may receive compensation from third-party service providers for client referrals.
- The firm may recommend certain investments or products that could result in financial gain for the firm.
- The firm’s advisors may have personal investments that could potentially create a conflict of interest.