WADDELL & ASSOCIATES, LLC: A Trusted Financial Expert
WADDELL & ASSOCIATES, LLC is a leading financial advisory firm that provides expert financial guidance and services to clients. With decades of experience in the industry, WADDELL & ASSOCIATES, LLC has established itself as a trusted and knowledgeable partner for individuals and businesses looking to improve their financial health and achieve their goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Offers a wide range of financial services
- Serves a diverse clientele, including individuals and businesses
- Has a transparent fee structure
- Discloses all necessary information to clients
Facts and Insights
WADDELL & ASSOCIATES, LLC believes in building long-term relationships with our clients based on trust, respect, and confidentiality. Our team of financial experts has extensive knowledge and experience in the industry, allowing us to provide the best possible advice and services to our clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 25 years |
Financial Services Offered
WADDELL & ASSOCIATES, LLC offers a comprehensive range of financial services to help our clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Business planning and consulting
Client Types
We serve a diverse clientele, including individuals, families, small businesses, and corporations. We understand that each client has unique financial goals and needs, and we tailor our services to meet those specific needs.
Fees & Compensation
WADDELL & ASSOCIATES, LLC has a transparent fee structure. We charge a percentage of assets under management as our advisory fee, which ensures that our goals are aligned with our clients’ goals. We also offer a fee-only option, where clients pay an annual retainer fee for ongoing financial management services.
Background
WADDELL & ASSOCIATES, LLC was founded in 1995 by John Waddell with a vision to provide top-notch financial advice and services to individuals and businesses. Over the years, we have grown to become a highly reputable firm in the industry, known for our expertise, integrity, and commitment to our clients’ success.
Financial Advisor Disclosures to Know
As a financial expert, WADDELL & ASSOCIATES, LLC believes in transparency and disclosure. We want our clients to have all the necessary information to make informed decisions about their finances. Here are a few important disclosures you should know about:
- We are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- We have a fiduciary duty to act in our clients’ best interests at all times.
- We do not receive any commissions or third-party payments for recommending or selling investment products.
- In rare instances, our firm or its associated persons may have a conflict of interest, but we will always disclose this information to our clients and act in their best interests.