How does the advisor help clients – Key Takeaways:
Waterton Investment Adviser, L.L.C. is a financial firm that provides expert advice to clients seeking to grow and manage their wealth. Their team of knowledgeable advisors offer a wide range of financial services and cater to different types of clients. With their impressive track record and transparent fees, Waterton stands out as a reliable and trustworthy partner for anyone looking to secure their financial future.
Facts and Insights
Founded in 2002, Waterton has been helping clients achieve their financial goals for over 18 years. With a team of 25 experienced advisors, they have amassed a total of $1.5 billion in assets under management. Their clients range from individual investors to high net worth individuals and corporations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 25 | 18 years |
Financial Services Offered
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
- Portfolio analysis and optimization
- And more
Client Types
Waterton provides personalized financial advice to a diverse range of clients, including:
- Individual investors
- High net worth individuals
- Corporations
- Trusts and estates
- Foundations and endowments
Fees & Compensation
Waterton follows a transparent fee structure with no hidden charges. They charge a percentage of the assets under management as their fee, and the rates vary depending on the services provided. They do not accept any commissions or referral fees, ensuring that their advice is always in the best interest of their clients.
Background
Waterton’s team of advisors consists of financial experts with years of experience in the industry. They are highly educated and hold certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm also invests in continuous education and staying up-to-date with the latest trends and strategies in the financial world.
Financial Advisor Disclosures to Know
Waterton Investment Adviser, L.L.C. is a registered investment advisor and is bound by the fiduciary standard, which means they are legally obligated to always act in their clients’ best interests. They have no disclosures or disciplinary actions on their record, highlighting their commitment to ethical and transparent practices.