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About WEALTHSHAPE LLC
WEALTHSHAPE LLC is a full-service financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, WEALTHSHAPE LLC provides personalized and comprehensive financial planning services to individuals and businesses.
How WEALTHSHAPE LLC Helps Clients – Key Takeaways
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial services
- Works with various types of clients
- Transparent fee structure
Facts and Insights
In order to better understand WEALTHSHAPE LLC and how they help their clients, it is important to look at some key facts and insights about the firm. These include their assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
This information showcases that WEALTHSHAPE LLC has a significant amount of assets under their management, a team of experienced advisors, and a long-standing presence in the financial industry.
Financial Services Offered
WEALTHSHAPE LLC offers a wide range of financial services to help their clients achieve their financial goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
WEALTHSHAPE LLC works with various types of clients, including individuals, families, and businesses. They are dedicated to providing personalized and tailored financial solutions to meet the unique needs of each client.
Fees & Compensation
WEALTHSHAPE LLC operates on a transparent fee structure, ensuring that clients are aware of all costs associated with their services. They offer fee-only and fee-based financial planning services and do not charge commissions on investment products, ensuring that their advice is truly objective and in the best interest of their clients.
Background
WEALTHSHAPE LLC was founded 15 years ago by a team of experienced financial advisors who saw the need for a comprehensive and personalized approach to financial planning. The firm has since grown to include a team of 10 advisors who are committed to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a financial advisory firm registered with the Securities and Exchange Commission (SEC), WEALTHSHAPE LLC is required to provide certain disclosures to their clients. These include any potential conflicts of interest, information on their fees, and their investment approach.