How does the advisor help clients – Key Takeaways:
WEALTHTRUST ASSET MANAGEMENT, LLC is a leading financial management company that helps clients achieve their financial goals. They believe in providing personalized and comprehensive services to their clients, helping them build and grow their wealth.
The company has a team of experienced financial advisors who possess specialized expertise in different aspects of financial management and are committed to helping clients make informed and strategic financial decisions.
- WEALTHTRUST ASSET MANAGEMENT, LLC provides personalized and comprehensive financial management services to clients.
- The company has a team of experienced and specialized financial advisors.
- The advisors are committed to helping clients make informed and strategic financial decisions.
Facts and Insights
Established in 2005, WEALTHTRUST ASSET MANAGEMENT, LLC has become a trusted name in the financial management industry. The company prides itself on its client-centric approach, consistently delivering exceptional services and results.
The company is dedicated to staying updated on the latest trends and market changes to provide clients with the most relevant and effective financial advice. Their expertise lies in various areas, including investment management, retirement planning, tax planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $5.9 billion (as of December 31, 2019) |
|---|---|
| Number of Advisors | 55 (as of December 31, 2019) |
| Time in Business | 15 years (since 2005) |
Financial Services Offered
WEALTHTRUST ASSET MANAGEMENT, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Wealth Transfer Strategies
Client Types
The company serves a diverse range of clients, including high-net-worth individuals, families, trusts, and charitable organizations. They understand that every client has unique financial needs and goals, and they tailor their services accordingly.
Fees & Compensation
WEALTHTRUST ASSET MANAGEMENT, LLC follows a fee-based compensation model, which means they are not tied to any particular investment product or company. This allows their advisors to act in the best interest of their clients, rather than being influenced by commissions or incentives.
The company’s fees are based on a percentage of assets under management, and they are transparent and clearly communicated to clients. This approach ensures that the company’s goals align with their clients’, and there are no conflicts of interest.
Background
WEALTHTRUST ASSET MANAGEMENT, LLC was founded by a team of experienced financial professionals who shared a vision of providing top-notch financial services to clients. With over 15 years of experience in the industry, the company has built a strong reputation for its expertise, integrity, and commitment to client success.
The company has offices in multiple states, serving clients nationwide. They continue to grow and expand their services, staying true to their core values of excellence, transparency, and client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, WEALTHTRUST ASSET MANAGEMENT, LLC follows all regulatory guidelines and disclosures to ensure transparency and compliance with industry standards. This includes providing clients with a Form ADV, which details their services, fees, and any potential conflicts of interest.
The company also follows a strict code of ethics and best practices to maintain the trust and confidence of their clients. They continuously monitor and manage any potential conflicts of interest, and are committed to disclosing any pertinent information to clients in a timely and transparent manner.