.
How does the advisor help clients – Key Takeaways:
WADE MANAGEMENT LLC acts as a trusted financial advisor, helping clients achieve their financial goals and secure a stable financial future. With years of experience and a team of knowledgeable advisors, the firm provides a diverse range of financial services to a variety of clients.
Facts and Insights
WADE MANAGEMENT LLC was founded in 2010 and has been in business for 10 years. The firm has a team of 5 advisors and manages assets worth $50 million.
Assets Under Management, Number of Advisors and Time in Business:
| Time in Business | Assets Under Management | Number of Advisors |
|---|---|---|
| 10 years | $50 million | 5 |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Insurance Planning
- Tax Planning
Client Types
WADE MANAGEMENT LLC caters to a diverse range of clients, including individuals, families, and small businesses. The firm also works with high net worth individuals and corporate clients.
Fees & Compensation
The firm operates on a fee-only basis, meaning they do not earn any commission from the financial products they recommend. This ensures that their advice is unbiased and in the best interest of their clients. The fees charged are based on a percentage of assets under management.
Background
WADE MANAGEMENT LLC was founded by John Wade, a highly experienced financial advisor with over 20 years of experience in the industry. John brings a wealth of knowledge and expertise to the firm, making it a reputable and reliable source of financial advice.
Financial Advisor Disclosures to Know
WADE MANAGEMENT LLC adheres to strict ethical and legal standards, providing full transparency to its clients. Their advisors have a fiduciary duty to act in the best interest of their clients, and any potential conflicts of interest are fully disclosed.