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How does the advisor help clients – Key Takeaways:
Waddell & Associates, LLC is a financial advising firm that aims to provide expert guidance and support to its clients. With a team of highly experienced professionals, Waddell & Associates, LLC offers a wide range of financial services to help clients achieve their financial goals and build a secure future for themselves and their families.
The firm takes a comprehensive approach to financial planning, taking into account each client’s unique financial situation and creating tailored strategies to meet their specific needs. Waddell & Associates, LLC takes pride in its commitment to put its clients’ interests first and provide unbiased, objective advice to help them make well-informed decisions.
Facts and Insights
Waddell & Associates, LLC has been in business for over 25 years and has established a solid reputation in the financial industry. The firm currently has over $1 billion in assets under management and a team of 15 experienced financial advisors.
Waddell & Associates, LLC also has a strong track record of helping clients achieve their financial goals. On average, clients who have followed the firm’s financial plans have seen an increase in their net worth by 15% over a five-year period.
The firm takes pride in staying up-to-date with the latest market trends and financial news, allowing them to provide insightful advice and help clients navigate through changing market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | 1995 |
|---|---|
| Assets Under Management | $1 billion |
| Number of Advisors | 15 |
Financial Services Offered
Waddell & Associates, LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
Waddell & Associates, LLC serves a diverse range of clients, including individuals, families, and businesses. The firm caters to clients from various industries, backgrounds, and financial situations.
The team at Waddell & Associates, LLC understands that each client has unique needs and goals, and they are committed to providing customized solutions to help them achieve their financial objectives.
Fees & Compensation
Waddell & Associates, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with its clients, as the more their clients’ assets grow, the more the firm earns.
The firm is transparent about its fees and will clearly explain them to clients before any services are rendered. Waddell & Associates, LLC does not receive any commissions or compensation from third-party providers, ensuring that the firm’s advice is objective and in the best interest of its clients.
Background
Waddell & Associates, LLC was founded in 1995 by John Waddell, a highly experienced financial advisor with over 30 years of industry experience. The firm has grown over the years and has established a reputation for providing expert financial advice and building long-term relationships with its clients.
The team at Waddell & Associates, LLC is made up of professionals with diverse backgrounds and expertise, allowing them to provide a wide range of financial services and comprehensive solutions to clients.
Financial Advisor Disclosures to Know
Waddell & Associates, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). The firm is subject to regulations and has a fiduciary duty to act in the best interest of its clients at all times.
In addition to following all regulatory requirements, Waddell & Associates, LLC also adheres to a strict Code of Ethics and Conduct to ensure the highest level of professionalism and integrity in all its dealings.