How does the advisor help clients – Key Takeaways:
YENDREY WEALTH MANAGEMENT LLC is dedicated to helping clients achieve their financial goals through personalized and comprehensive financial planning. With a team of experienced financial advisors, they provide expert guidance and advice to individuals, families, and businesses.
Facts and Insights
Founded in 2001, YENDREY WEALTH MANAGEMENT LLC has over 20 years of experience in the financial industry. The firm has grown significantly since its inception and currently manages over $500 million in assets for their clients. With offices located in major cities across the country, they are able to serve a wide range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 20 |
| Time in Business | 20 years |
Financial Services Offered
YENDREY WEALTH MANAGEMENT LLC offers a variety of financial services to meet the unique needs of their clients. These include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Wealth transfer strategies
Client Types
YENDREY WEALTH MANAGEMENT LLC serves a diverse group of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- Corporate executives
Fees & Compensation
YENDREY WEALTH MANAGEMENT LLC operates on a fee-only basis, meaning they do not earn commissions from recommending specific financial products. This ensures that their advice is always in the best interest of their clients.
The firm’s fees are based on a percentage of assets under management, and may vary depending on the complexity of a client’s financial situation. They are transparent about their fees and provide a detailed breakdown to their clients before any services are rendered.
Background
The team at YENDREY WEALTH MANAGEMENT LLC is comprised of experienced financial advisors who hold various certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®). They stay current with industry trends and developments to provide their clients with the most up-to-date and relevant financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, YENDREY WEALTH MANAGEMENT LLC is held to a fiduciary standard, meaning they are ethically and legally obligated to always act in the best interest of their clients. They have a fiduciary duty to disclose any potential conflicts of interest and be transparent about their fees and compensation structure.
In addition, the firm’s advisors are required to disclose any potential disciplinary actions or conflicts of interest on their personal and professional records. This information can be found on the SEC’s Investment Adviser Public Disclosure (IAPD) website, as well as through other regulatory databases.