How does the advisor help clients – Key Takeaways:
Wilson David Investment Advisors is a leading financial advisory firm that assists clients in achieving their financial goals and securing their financial future. With a team of highly experienced and knowledgeable advisors, the firm offers a wide range of services to cater to the unique needs of each client.
Here are the key takeaways of how Wilson David Investment Advisors help their clients:
- They offer personalized and comprehensive financial planning services that take into account the individual goals, risk tolerance, and financial situation of each client.
- Their team of experts regularly monitors and evaluates the client’s portfolio to ensure that it is in line with their financial objectives and adjusts it as needed.
- They provide ongoing support and guidance to clients, helping them make informed financial decisions and navigate through different market conditions.
- With their knowledge and expertise, they help clients maximize their investments and minimize their tax liabilities.
- They offer a holistic approach to financial planning, taking into account not only investments but also insurance, retirement planning, and estate planning.
Facts and Insights
In order to provide a comprehensive overview of Wilson David Investment Advisors, here are some important facts and insights about the firm:
- The firm was founded in 2005 and has been in business for over 15 years.
- As of 2020, the firm manages over $2 billion in assets, with a team of 25 advisors.
- The average client account size is $1 million.
- The firm specializes in serving high net worth individuals, families, and small businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 25 | $2 billion |
Financial Services Offered
Wilson David Investment Advisors offer a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
Client Types
Wilson David Investment Advisors specialize in serving the following types of clients:
- High net worth individuals
- High net worth families
- Small businesses
Fees & Compensation
Wilson David Investment Advisors charge a fee based on a percentage of assets under management. This fee structure ensures that the firm’s interests are aligned with those of their clients, as they only benefit if their clients’ investments perform well. The firm also has a minimum account size requirement of $500,000.
Background
The firm’s founder, Wilson David, has been in the financial services industry for over 30 years and has a wealth of experience in investment management, retirement planning, and estate planning. He holds a bachelor’s degree in finance and has earned numerous industry certifications, including the Certified Financial Planner (CFP) designation.
Wilson David Investment Advisors has a team of highly qualified advisors who have diverse backgrounds and expertise in various areas of financial planning. They are committed to providing exceptional service and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Wilson David Investment Advisors are fiduciaries, which means they are legally bound to act in the best interest of their clients at all times. They have a duty to disclose any conflicts of interest and to always act in an ethical and transparent manner.
In addition to this, the firm’s advisors are also required to disclose any disciplinary actions or legal proceedings they have been involved in, giving clients peace of mind that they are working with a reputable and trustworthy team of advisors.