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How does the advisor help clients – Key Takeaways:
WARD WEALTH MANAGEMENT SERVICES, INC. is a leading financial management firm that provides personalized services to help clients reach their financial goals. The firm offers a wide range of financial solutions, including investment management, retirement planning, tax planning, and estate planning. With a team of highly experienced advisors and a commitment to delivering exceptional service, WARD WEALTH MANAGEMENT SERVICES, INC. is a trusted partner for individuals and businesses seeking financial guidance.
Facts and Insights
Here are some key facts and insights about WARD WEALTH MANAGEMENT SERVICES, INC.:
- Assets Under Management: $7 billion*
- Number of Advisors: 100*
- Time in Business: 25 years*
*As of 2020
Financial Services Offered
WARD WEALTH MANAGEMENT SERVICES, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
WARD WEALTH MANAGEMENT SERVICES, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Non-profit organizations
Fees & Compensation
WARD WEALTH MANAGEMENT SERVICES, INC. charges a fee based on a percentage of assets under management for its investment management services. The firm’s advisors may also receive commissions for sales of certain investment products. However, WARD WEALTH MANAGEMENT SERVICES, INC. has a fiduciary duty to act in the best interests of its clients, and it is committed to transparent and fair compensation practices.
Background
WARD WEALTH MANAGEMENT SERVICES, INC. was founded in 1995 and has since grown to become a leading financial management firm. The firm’s team of advisors has decades of combined experience in the financial industry and is dedicated to providing personalized and strategic solutions to help clients achieve their financial goals.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to understand their background and any potential conflicts of interest. Here are some key disclosures to know about WARD WEALTH MANAGEMENT SERVICES, INC.:
- The firm has no disclosures or regulatory actions on record with the Securities and Exchange Commission (SEC).
- The firm has no disclosures or regulatory actions on record with the Financial Industry Regulatory Authority (FINRA).
- The firm has no legal or disciplinary events in the last 10 years.
- The firm is registered as an investment advisor with the SEC, which requires it to follow strict regulations and standards to ensure the best interests of clients are always prioritized.