How does the advisor help clients – Key Takeaways:
Wealth Solutions by Design, PLLC is a financial advisory firm that provides customized solutions to help clients achieve their financial goals. With a team of experienced advisors and a wide range of financial services, the firm is dedicated to helping individuals and businesses make informed and strategic financial decisions.
Facts and Insights
Founded in 2008, Wealth Solutions by Design, PLLC has been in business for over a decade. The firm has a total of 15 advisors and manages assets worth $800 million. The firm’s average account size is $500,000, indicating a strong client base.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $800 million | 15 | Over 10 years |
Financial Services Offered
Wealth Solutions by Design, PLLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves individuals, families, and businesses of all sizes. By understanding each client’s unique goals and financial situation, the advisors at Wealth Solutions by Design, PLLC are able to provide tailored solutions to help clients achieve their objectives.
Fees & Compensation
Wealth Solutions by Design, PLLC operates on a fee-based compensation structure, which means that the firm charges a percentage of the assets under management for its services. This aligns the firm’s interests with those of its clients and ensures that the advisors are focused on helping clients grow their wealth.
Background
Wealth Solutions by Design, PLLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm’s team of advisors has a diverse background and a deep understanding of all aspects of wealth management. Together, they provide a comprehensive and holistic approach to financial planning.
Financial Advisor Disclosures to Know
As a Registered Investment Advisor with the Securities and Exchange Commission (SEC), Wealth Solutions by Design, PLLC operates under a fiduciary standard, which means that the firm is legally obligated to act in the best interests of its clients at all times. This gives clients peace of mind knowing that the advice they receive is unbiased and in their best interest.