How does the advisor help clients – Key Takeaways:
WS WEALTH MANAGEMENT, LLC is a highly reputable financial management firm that has been providing expert services to clients for over 20 years. The company offers a wide range of financial services to individuals, families, and businesses, helping them achieve their financial goals and secure their financial future.
Facts and Insights
Founded in 1999, WS WEALTH MANAGEMENT, LLC is a privately owned financial management firm with headquarters in New York City. The company has a team of highly experienced and knowledgeable financial advisors who are dedicated to providing personalized services to their clients. They have a deep understanding of the financial markets and work closely with clients to create customized solutions that align with their financial goals and objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 50+ | 20+ years |
Financial Services Offered
WS WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include:
- Investment management
- Estate and legacy planning
- Retirement planning
- Tax planning
- Risk management
- Asset protection
Client Types
The firm caters to a wide range of client types, including:
- Individuals and families
- High net-worth individuals
- Small business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
WS WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive commissions for recommending specific investments. Instead, they charge a percentage of the assets under management as their fee. This aligns their interests with those of their clients and ensures their recommendations are unbiased.
Background
WS WEALTH MANAGEMENT, LLC was founded by a team of experienced financial advisors with a strong passion for helping clients achieve their financial goals. Over the years, they have built a solid reputation for their expertise, integrity, and commitment to placing their clients’ interests first.
Financial Advisor Disclosures to Know
As a financial expert, it is important to keep yourself informed about any potential conflicts of interest or disclosures that may affect your clients. When working with WS WEALTH MANAGEMENT, LLC, here are some important disclosures to keep in mind:
- The firm does not have any disclosures on its record with the US Securities and Exchange Commission (SEC)
- The firm is a registered investment advisor with the SEC
- The firm may receive compensation for referring clients to third-party services and products
- Some advisors at the firm may also act as insurance agents and receive commissions for insurance sales