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How does the advisor help clients – Key Takeaways:
Key takeaways of Walters Strategic Advisors, LLC include their ability to provide expert financial guidance to clients through personalized strategies, comprehensive services, and a commitment to client satisfaction.
Facts and Insights
Founded in 2010, Walters Strategic Advisors, LLC is a leading financial advisory firm with a team of experienced professionals dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships, the firm prioritizes personalized strategies and open communication to guide clients through their financial journey.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 10 years+ |
Financial Services Offered
Walters Strategic Advisors, LLC offers a comprehensive range of financial services to help clients achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
The firm’s client base includes individuals and families, as well as small business owners. They also specialize in working with high-net-worth clients, providing tailored solutions to meet their unique financial needs.
Fees & Compensation
Walters Strategic Advisors, LLC operates on a fee-based compensation structure, which means their fees are based on a percentage of assets under management. This alignment of interests ensures that the firm’s success is directly tied to the success of their clients’ investments.
Background
The founding partners of Walters Strategic Advisors, LLC have over 30 years of combined experience in the financial industry, with backgrounds in investment management, tax planning, and estate planning. This diverse expertise allows the firm to provide holistic financial solutions to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Walters Strategic Advisors, LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. Additionally, the firm has a strict code of ethics and disclosure policy, ensuring transparency and honesty in all client interactions.