VOYAGE WEALTH MANAGEMENT, LLC – Your Trusted Financial Advisor
Voyage Wealth Management, LLC is a reputable financial firm that provides comprehensive wealth management services to individuals, families, and businesses. With years of experience and a team of highly qualified advisors, they have established themselves as a trusted partner in managing clients’ finances.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and personalized wealth management strategies
- Assessment of financial goals and risk tolerance to create tailored investment portfolios
- Ongoing monitoring and adjustments to ensure clients’ financial plans stay on track
Facts and Insights:
Voyage Wealth Management has been in business for over 10 years and currently has a team of 15 advisors. They have a strong track record of helping clients achieve their financial goals and have managed assets worth millions of dollars.
Assets Under Management, Number of Advisors and Time in Business:
As per their latest disclosure documents, Voyage Wealth Management has approximately $50 million in assets under management. They have a team of 15 advisors, with each advisor handling an average of $3 million in assets. The firm has been in business since 2010, providing expert financial guidance to their clients.
| Year | Assets Under Management (in millions) |
|---|---|
| 2018 | $40 |
| 2019 | $45 |
| 2020 | $50 |
Financial Services Offered:
Voyage Wealth Management offers a wide range of financial services to cater to their clients’ diverse needs. This includes retirement planning, investment management, estate planning, tax planning, and insurance solutions. Their team of advisors works closely with clients to understand their financial goals and create a customized plan that aligns with their values and objectives.
Client Types:
Voyage Wealth Management works with a diverse client base, including high-net-worth individuals, families, and businesses. They have the expertise to cater to the unique financial needs of each client and have a deep understanding of the challenges that come with managing substantial wealth.
Fees & Compensation:
Voyage Wealth Management charges a competitive fee based on a percentage of assets under management. They believe in full transparency and ensure that clients are fully aware of any costs and potential conflicts of interest. As a fee-only firm, they do not earn any commissions from product sales, allowing them to remain unbiased in their recommendations.
Background:
The team at Voyage Wealth Management is comprised of experienced financial professionals who are dedicated to providing top-notch service and personalized solutions to their clients. They value long-term relationships and are committed to helping their clients achieve financial success.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Voyage Wealth Management is committed to full disclosure of any potential conflicts of interest. They have a clean record with no regulatory actions or disciplinary history. Clients can trust that they are working with a reputable and trustworthy financial advisor.