Your article
How does the advisor help clients – Key Takeaways:
WISDOMTREE ASSET MANAGEMENT, INC. is a leading financial services firm that provides expert guidance and support to clients looking to manage their finances effectively. The firm offers a wide range of financial services and has a team of experienced professionals who are dedicated to helping clients achieve their financial goals.
Facts and Insights
As of June 30, 2020, WISDOMTREE ASSET MANAGEMENT, INC. reported $66.9 billion in assets under management. The firm also has over 100 advisors and has been in business since 2006, making it a trusted and established name in the financial industry.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $66.9 billion | 100+ | Since 2006 |
Financial Services Offered
WISDOMTREE ASSET MANAGEMENT, INC. offers a variety of financial services to meet the diverse needs of its clients. These services include investment management, financial planning, retirement planning, and estate planning. The firm also offers specialized services such as tax planning and risk management.
Client Types
The firm caters to a wide range of clients, including individuals, families, and businesses of all sizes. WISDOMTREE ASSET MANAGEMENT, INC. understands that each client has unique financial goals and needs, and they tailor their services accordingly. Whether a client is starting to build their wealth or looking to preserve and grow their assets, the firm has the expertise to guide them towards their objectives.
Fees & Compensation
WISDOMTREE ASSET MANAGEMENT, INC. operates on a fee-only basis, which means that their compensation comes solely from client fees. This structure eliminates potential conflicts of interest and ensures that the firm’s advisors act in the best interest of their clients. The fees charged by the firm are transparent and competitive, and clients can expect to receive top-notch services for their financial needs.
Background
The firm was founded by a team of seasoned professionals with extensive experience in the financial industry. Their goal was to create a firm that puts the clients’ needs first and offers personalized, holistic financial solutions. This vision has been the cornerstone of their business, and the firm has grown to become a trusted advisor to many clients over the years.
Financial Advisor Disclosures to Know
WISDOMTREE ASSET MANAGEMENT, INC. abides by the fiduciary standard, meaning that they are legally obligated to act in the best interest of their clients. They also have a strict code of ethics and transparency in all their operations. The firm discloses all potential conflicts of interest and ensures that their advisors are held to the highest ethical standards.