How does the advisor help clients – Key Takeaways:
WMS ADVISORS, LLC is a highly respected financial firm that provides expert advice and services to their clients. With a team of experienced and knowledgeable advisors, they offer a wide range of financial solutions to help their clients achieve their financial goals.
Facts and Insights
WMS ADVISORS, LLC was founded in 2005 and has been in business for over 15 years. The firm has a strong presence in the financial industry and has gained a reputation for delivering top-quality services to their clients. With a team of over 50 advisors, they have extensive knowledge and expertise in various aspects of finance, including investment strategies, retirement planning, and tax planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | 15+ years |
Financial Services Offered
WMS ADVISORS, LLC offers a comprehensive range of financial services to their clients, including:
- Investment management and planning
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning and management
Client Types
WMS ADVISORS, LLC works with a diverse range of clients, including individuals, families, and businesses. They assist all their clients in achieving their financial goals by providing personalized and comprehensive financial solutions.
Fees & Compensation
WMS ADVISORS, LLC charges their clients a fee based on a percentage of their assets under management. This fee structure ensures that their interests are aligned with their clients and incentivizes the firm to make sound investment decisions for long-term success.
Background
The team at WMS ADVISORS, LLC is made up of highly qualified and experienced professionals who are dedicated to helping their clients achieve financial success. Their advisors hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), which demonstrate their commitment to upholding the highest standards of financial expertise and ethical conduct.
Financial Advisor Disclosures to Know
As a registered investment advisor, WMS ADVISORS, LLC is required to disclose all potential conflicts of interest and any disciplinary actions taken against the firm or its advisors. These disclosures are readily available for clients and potential clients to review and ensure transparency in the client-advisor relationship.