How does the advisor help clients – Key Takeaways:
CURATED WEALTH SOLUTIONS, LLC is a financial firm that provides expert advice and solutions to clients seeking to achieve their financial goals. With a team of highly qualified and experienced advisors, the firm offers a personalized approach to wealth management, taking into consideration each client’s unique needs and objectives.
Here are some key takeaways on how CURATED WEALTH SOLUTIONS, LLC helps clients:
- Provides personalized and goal-based financial planning.
- Offers a wide range of financial services and products.
- Uses advanced technology and data analytics to guide investment decisions.
- Constantly monitors and adjusts strategies to adapt to changing market conditions.
- Provides ongoing support and communication to keep clients informed and educated.
Facts and Insights
CURATED WEALTH SOLUTIONS, LLC has been in business for over 10 years, serving a diverse clientele including high net worth individuals, families, and small business owners. The firm has a reputation for providing sound financial advice that has helped clients achieve their short and long term financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
Financial Services Offered
CURATED WEALTH SOLUTIONS, LLC offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Educational planning
- Business planning
Client Types
CURATED WEALTH SOLUTIONS, LLC serves a wide range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Retirees
- Professionals
Fees & Compensation
CURATED WEALTH SOLUTIONS, LLC operates on a fee-only compensation structure, meaning that the firm’s advisors do not receive commissions or incentives for selling certain products. Instead, they are compensated based on a percentage of assets under management or a flat fee for financial planning services. This ensures that the advisors act solely in the best interest of their clients.
Background
The team at CURATED WEALTH SOLUTIONS, LLC consists of highly qualified and experienced professionals who are dedicated to providing the best financial advice and solutions to their clients. The firm’s advisors hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA).
Financial Advisor Disclosures to Know
As a registered investment advisor, CURATED WEALTH SOLUTIONS, LLC is subject to strict regulatory standards and has a fiduciary duty to act in the best interest of its clients. The firm is also required to disclose any potential conflicts of interest and to provide transparent and honest communication with its clients.
Clients can also view CURATED WEALTH SOLUTIONS, LLC’s Form ADV, which contains important information about the firm’s business practices, fees, and potential conflicts of interest. This document can be found on the Securities and Exchange Commission (SEC) website or by requesting a copy from the firm.