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How does the advisor help clients – Key Takeaways:
WIDENER & ASHER ASSET MANAGEMENT LLC provides expert financial services to their clients with a focus on personalized and comprehensive strategies. With a team of highly experienced advisors, they help clients achieve their financial goals through a variety of services and a deep understanding of the financial industry.
Facts and Insights
WIDENER & ASHER ASSET MANAGEMENT LLC is a leading financial firm with a proven track record of success. Here are some key facts and insights about the company:
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Assets Under Management, Number of Advisors and Time in Business:
WIDENER & ASHER ASSET MANAGEMENT LLC has over $1 billion in assets under management, with a team of 25 advisors who collectively have over 100 years of experience in the financial industry. The firm has been in business for over 15 years, continuously providing top-notch financial services to its clients.
Financial Services Offered
WIDENER & ASHER ASSET MANAGEMENT LLC offers a wide range of financial services to meet the unique needs of each client. Some of their services include:
- Investment management
- Retirement income planning
- Estate planning
- Wealth management
- Tax planning
- Insurance services
Client Types
The team at WIDENER & ASHER ASSET MANAGEMENT LLC caters to a diverse group of clients including high net worth individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
WIDENER & ASHER ASSET MANAGEMENT LLC believes in complete transparency when it comes to fees and compensation. The firm charges a percentage based on the client’s assets under management, ensuring that their interests are aligned with those of their clients. They do not receive any commissions or third-party payments, ensuring unbiased and objective financial advice.
Background
WIDENER & ASHER ASSET MANAGEMENT LLC was founded in 2005 by experienced financial advisors Jack Widener and Melissa Asher. With a combined experience of over 40 years in the financial industry, both founders have a deep understanding of the market and a passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, WIDENER & ASHER ASSET MANAGEMENT LLC is held to strict fiduciary standards, meaning they must always act in the best interest of their clients. They also have a clean record with no disclosures or regulatory actions reported, providing a sense of trust and confidence for potential clients.