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How Does the Advisor Help Clients – Key Takeaways:
WIARA Investment Management, LLC is a financial institution that focuses on helping clients achieve their financial goals. With a team of highly experienced and knowledgeable advisors, WIARA provides a range of financial services to cater to the individual needs of each client.
Some key takeaways of how WIARA helps its clients are:
- Provides personalized financial planning and investment management services based on each client’s unique financial situation and goals.
- Offers a diverse range of investment strategies to help clients build and manage their portfolios.
- Consistently monitors and evaluates client portfolios to ensure they align with their long-term objectives.
- Regularly communicates with clients to provide updates on their investments and offer guidance on potential financial decisions.
- Committed to delivering exceptional client service and building long-term relationships based on trust and transparency.
Facts and Insights:
Here are some facts and insights about WIARA Investment Management, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 12 years |
Financial Services Offered:
WIARA provides a comprehensive range of financial services to help clients achieve their financial goals:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Education Planning
- Risk Management
- Insurance Services
Client Types:
WIARA caters to a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Business owners
- Trusts and estates
- Retirement plans
Fees & Compensation:
WIARA follows a fee-only compensation structure, which means they do not earn commissions or incentives for recommending certain products or services. Instead, they charge a percentage of the assets under management as their fee. This fee structure ensures that their interests are aligned with their clients’ and they prioritize their clients’ financial success.
Background:
Established in 2009, WIARA Investment Management, LLC is a registered investment advisor based in New York. The name WIARA stands for wisdom, integrity, advocacy, responsibility, and accountability, which are the core values of the company. The team at WIARA has a collective industry experience of over 50 years and is committed to helping clients achieve their financial goals through personalized and transparent services.
Financial Advisor Disclosures to Know:
WIARA Investment Management, LLC is a registered investment advisor and follows all regulations and guidelines set by the Securities and Exchange Commission (SEC). They have no disclosures to report, meaning they have a clean record and have not faced any disciplinary action in the past.