HighQ
How does the advisor help clients – Key Takeaways:
WOLD FINANCIAL GROUP is dedicated to helping clients achieve their financial goals through expert guidance and personalized strategies. Their team of experienced financial advisors is committed to providing top-notch services and advice to assist clients with their financial needs.
Facts and Insights
WOLD FINANCIAL GROUP has been in business for over 20 years and has over 100 advisors managing assets worth $5 billion. Their long-standing presence in the financial industry demonstrates their credibility and expertise in wealth management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 20+ years |
Financial Services Offered
WOLD FINANCIAL GROUP offers a wide range of financial services to individuals, families, and businesses. Their services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
WOLD FINANCIAL GROUP caters to clients from different backgrounds and financial situations. They work with:
- Individuals and families
- High-net-worth individuals
- Business owners
- Corporations
Fees & Compensation
WOLD FINANCIAL GROUP operates on a fee-based compensation model, meaning they charge clients a percentage of the assets they manage. This aligns their interests with their clients’ and ensures that their recommendations are in the clients’ best interests. They are transparent about their fees and provide a detailed breakdown to clients before engaging in any services.
Background
WOLD FINANCIAL GROUP was founded by John Wold, a seasoned financial advisor with over 30 years of experience in the industry. He instills a culture of trust, integrity, and client focus amongst his team of advisors, which sets them apart from other firms in the industry. Their strong background and reputation make them a reliable and reputable choice for financial management.
Financial Advisor Disclosures to Know
As with any financial advisor, it is essential to know about potential disclosures that may affect their services and recommendations. WOLD FINANCIAL GROUP has a clean record with no significant disclosures that may impact their clients’ financial well-being. They prioritize transparency and full disclosure to ensure their clients can make informed decisions.