…
How does the advisor help clients – Key Takeaways:
Wakely Investment Management is a well-established financial firm that offers expert advisory services to clients seeking to effectively manage and grow their wealth. The firm operates with the fundamental belief that every client is unique and requires personalized attention to meet their financial goals. By providing tailored solutions and a team of experienced advisors, Wakely Investment Management helps clients navigate the complexities of the financial world.
Facts and Insights
Established in 2005, Wakely Investment Management has been in business for over 15 years, accumulating a wealth of experience and expertise. The firm currently manages over $500 million in assets under management and has a team of 20 highly qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 20 | $500 million |
Financial Services Offered
Wakely Investment Management offers a wide range of financial services to cater to the diverse needs of its clients. These include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Asset Protection Strategies
Client Types
The firm caters to a variety of clients, ranging from individuals and families to businesses and institutions. Wakely Investment Management recognizes that each client has unique financial goals and works diligently to offer tailored solutions to meet their needs.
Fees & Compensation
Wakely Investment Management operates on a fee-based compensation model, meaning that the firm’s fees are based on a percentage of the assets under management. This provides an incentive for the firm to help clients grow their wealth and aligns their interests with that of their clients. The exact fee structure may vary depending on the services provided and the needs of the client.
Background
The founding members of Wakely Investment Management have over 50 years of combined experience in the financial industry. Their extensive knowledge and expertise have been instrumental in building the firm into the reputable institution it is today. The firm prides itself on its strong values of integrity, transparency, and putting clients’ interests first.
Financial Advisor Disclosures to Know
Wakely Investment Management adheres to all regulations set forth by the Securities and Exchange Commission (SEC) and is registered as an investment advisor with the same. The firm has no disciplinary history, ensuring that clients can trust in the integrity and professionalism of their advisors.