How does the advisor help clients – Key Takeaways:
WATER STREET ADVISORS LLC has a team of financial experts who provide a wide range of services to clients. Their expertise and experience allow them to offer personalized strategies and solutions to help clients achieve their financial goals.
Facts and Insights
Founded in 2001, WATER STREET ADVISORS LLC has been in business for 20 years and has grown to manage over $500 million in assets. They have a team of 10 advisors who have an average of 15 years of experience in the financial industry. This combination of experience and assets under management demonstrates the strength and stability of the firm.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2001 | $500 million | 10 |
Financial Services Offered
WATER STREET ADVISORS LLC offers a comprehensive range of financial services to their clients, including investment management, retirement planning, estate planning, and risk management. They also provide financial education and guidance to help clients make informed decisions.
Client Types
The firm serves a diverse range of clients including individuals, families, small business owners, and corporations. Their expertise in various financial areas allows them to tailor their services to meet the specific needs of each client.
Fees & Compensation
WATER STREET ADVISORS LLC operates on a fee-only model, meaning they do not earn commissions from selling financial products. This ensures that their advice is unbiased and in the best interest of their clients. Their fees are based on a percentage of assets under management, providing an incentive for the firm to help clients grow their assets.
Background
The team at WATER STREET ADVISORS LLC is made up of highly experienced and qualified financial professionals. They continuously stay up to date with industry trends and changes in regulations to ensure they provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WATER STREET ADVISORS LLC is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. They also have a clean record with no disciplinary actions or disclosures, providing clients with peace of mind when working with the firm.