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“I received a financial expert but not an investment advisor”
How does the advisor help clients – Key Takeaways:
WISHBONE MANAGEMENT, LP is a financial services firm that offers a variety of services to help clients achieve their financial goals. The firm focuses on providing personalized and comprehensive solutions to individuals, families, and businesses.
Facts and Insights
Founded in 2015, WISHBONE MANAGEMENT, LP is a relatively new firm in the financial services industry. However, the team at WISHBONE brings years of expertise and experience to the table, making it a reliable and trusted advisor for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 6 years |
Financial Services Offered
WISHBONE MANAGEMENT, LP offers a wide range of financial services including investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. These services are tailored to meet the unique needs and goals of each client.
Client Types
WISHBONE MANAGEMENT, LP serves a diverse client base including affluent individuals, high-net-worth families, and small businesses. The firm also works with clients from various industries, providing them with specialized financial solutions.
Fees & Compensation
WISHBONE MANAGEMENT, LP operates on a fee-based compensation structure, meaning the firm receives a percentage of the assets it manages for clients. This aligns the interests of the firm with its clients, ensuring that WISHBONE is always working towards the best interests of its clients.
Background
WISHBONE MANAGEMENT, LP was founded by a team of financial experts who saw a need for personalized and comprehensive financial services in the industry. The team includes certified financial planners (CFPs) and experienced investment professionals with a combined experience of over 50 years.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), WISHBONE MANAGEMENT, LP is bound by fiduciary duty, meaning the firm is legally obligated to act in the best interests of its clients. This gives clients peace of mind, knowing that their advisor is always working towards their financial well-being.
In addition, WISHBONE discloses any potential conflicts of interest to clients, ensuring complete transparency in its services. The firm also adheres to strict compliance and regulatory standards, providing clients with a secure and professional environment to manage their finances.
In conclusion, WISHBONE MANAGEMENT, LP is a trusted financial expert that is dedicated to helping clients achieve their financial goals. With a diverse range of services, experienced team, and commitment to transparency, the firm is a reliable partner for individuals, families, and businesses seeking financial guidance.