How does the advisor help clients – Key Takeaways:
WARD & ASSOCIATES, a highly esteemed financial consulting firm, has been providing expert financial guidance to its clients for over 15 years. By offering a wide range of financial services and catering to various types of clients, WARD & ASSOCIATES has established itself as a trusted and reliable source for financial advice.
Facts and Insights
To get a clearer understanding of WARD & ASSOCIATES’ capabilities and experience, let’s take a look at some key facts and insights:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
As evident from the table, WARD & ASSOCIATES manages a significant amount of assets and has a team of experienced advisors to assist clients. With 15 years in the business, the firm has gained valuable insights and knowledge in the financial industry.
Financial Services Offered
WARD & ASSOCIATES offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of these services include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth management
Client Types
At WARD & ASSOCIATES, clients come from all walks of life, and the firm is equipped to handle a variety of client types, including:
- High-net-worth individuals
- Business owners
- Families
- Professionals
- Retirees
- And more
Fees & Compensation
The fees and compensation structure at WARD & ASSOCIATES is transparent and aligned with their clients’ interests. The firm operates on a fee-only basis, eliminating potential conflicts of interest that may arise from commissions. Clients can expect to pay a fixed fee or a percentage of their AUM, depending on the services provided.
Background
The team at WARD & ASSOCIATES includes highly qualified and experienced financial advisors who are dedicated to helping their clients achieve their financial goals. The firm’s founder, John Ward, has over 20 years of experience in the industry and holds several certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
It is essential for clients to be aware of any potential conflicts of interest or disciplinary actions when working with a financial advisor. At WARD & ASSOCIATES, there have been no disciplinary actions taken against the firm or its advisors in the past 10 years. Additionally, the firm operates on a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients.