About WAVE 8 WEALTH MANAGEMENT, LLC
WAVE 8 WEALTH MANAGEMENT, LLC is a highly reputable financial firm that specializes in providing top-notch financial services to its clients. With a team of experienced and knowledgeable advisors, they are dedicated to helping their clients achieve their financial goals and securing their financial future.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Creates personalized financial plans for each client
- Offers a wide range of financial services
- Tailors services to meet individual client needs
- Ensures transparency and honesty in all client interactions
Facts and Insights
WAVE 8 WEALTH MANAGEMENT, LLC has been in business for 12 years and currently has a team of 25 highly qualified advisors. With over $1 billion in assets under management, they have a proven track record of success and satisfied clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 25 | 12 years |
Financial Services Offered
WAVE 8 WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment planning and management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
Client Types
WAVE 8 WEALTH MANAGEMENT, LLC caters to a variety of clients including individuals, families, small business owners, and corporations. They understand that each client has unique financial needs and they cater their services accordingly.
Fees & Compensation
WAVE 8 WEALTH MANAGEMENT, LLC operates on a fee-based structure, meaning they charge a percentage of the assets under management as their fee. This ensures that they are aligned with their clients’ best interests and are only compensated if their clients’ assets grow.
Background
Founded in 2008, WAVE 8 WEALTH MANAGEMENT, LLC has quickly established itself as a leader in the financial industry. The firm is committed to staying up-to-date with the latest industry trends and regulations to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WAVE 8 WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They also have a strict code of ethics and require all of their advisors to act with integrity and honesty in all client interactions.