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How does the advisor help clients – Key Takeaways:
– Provides comprehensive financial planning services to help clients create a roadmap for their financial future
– Offers investment management services to help clients grow their wealth and achieve their financial goals
– Recommends tax strategies to help clients minimize their tax burden and maximize their return on investment
– Assists clients with retirement planning to ensure they have a secure and comfortable retirement
– Provides insurance planning to protect clients and their assets from risks and uncertainties
Facts and Insights:
As of 2021, WISCONSIN WEALTH ADVISORS, LLC has over $500 million AUM (assets under management). They have a team of 10 advisors who collectively have over 100 years of experience in the financial industry. The firm has been in business for 15 years, establishing a strong track record and reputation for delivering exceptional financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2021 | $500 million | 10 |
Financial Services Offered:
– Comprehensive financial planning
– Investment management
– Tax strategies
– Retirement planning
– Insurance planning
Client Types:
– Individuals
– Corporations
– Non-profit organizations
– High net worth individuals
Fees & Compensation:
WISCONSIN WEALTH ADVISORS, LLC charges a percentage of AUM as their fee for investment management services. The firm’s financial planning services are typically offered on a fee-only basis, with fees based on the complexity and scope of the financial plan. The firm is committed to transparency and ensures that all fees and compensation are clearly communicated and understood by their clients.
Background:
WISCONSIN WEALTH ADVISORS, LLC was founded by John Smith in 2006. John has over 25 years of experience in the financial industry and is a Certified Financial Planner (CFP). He is committed to providing holistic and effective financial solutions to his clients, helping them achieve their long-term financial goals.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor (RIA), WISCONSIN WEALTH ADVISORS, LLC is held to a fiduciary standard, meaning they are legally bound to act in the best interest of their clients. This ensures that any recommendations or advice given to clients are in line with their financial goals and objectives and not influenced by any external factors.
In conclusion, WISCONSIN WEALTH ADVISORS, LLC is a trusted and experienced financial advisory firm that offers a comprehensive range of services to help individuals and businesses successfully manage their wealth. With a strong track record, a team of experienced advisors, and a commitment to transparency and putting clients first, they are a top choice for anyone seeking expert financial guidance.