About

AA WEALTH STRATEGIES LLC is a trusted financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive solutions. With over 15 years of experience, the firm has established itself as a leading source for strategic wealth management. Their team of knowledgeable advisors works closely with clients to identify and prioritize financial objectives, customize strategies, and regularly monitor and adjust portfolios for optimal performance. Proactive communication and education keep clients informed and educated throughout the process. Some key facts and insights about the firm include its founding in 2005, assets under management of over $500 million, and a commitment to building long-term relationships. Services offered include investment management, retirement planning, estate planning, tax planning, educational planning, and risk management. AA WEALTH STRATEGIES LLC caters to a diverse range of clients, including high net worth individuals, families, business owners, corporate executives, and retirees. The firm operates on a fee-based compensation structure, with all fees fully disclosed to clients beforehand. As a registered firm with the SEC, AA WEALTH STRATEGIES LLC upholds strict ethical standards, including a fiduciary duty to act in the best interest of clients, with no history of regulatory or disciplinary actions, bankruptcies, or criminal convictions.

Key Takeaways

Identifying and prioritizing financial goals
Customizing strategies based on individual needs and risk tolerance
Implementing efficient portfolio management techniques
Regular monitoring and adjustments to ensure progress towards goals
Proactive communication and education to keep clients informed and educated

Facts & Insights

AA WEALTH STRATEGIES LLC has a proven track record of success and has helped numerous clients achieve their financial objectives. Here are some facts and insights about the firm:

Assets, Advisors & Tenure

Assets Under Management: $500 million+
Number of Advisors: 10+
Time in Business: 15 years

Financial Services Offered

Investment Management
Retirement Planning
Estate Planning
Tax Planning
Educational Planning
Risk Management

Client Types

High net worth individuals
Families
Business owners
Corporate executives
Retirees

Fees & Compensation

AA WEALTH STRATEGIES LLC operates on a fee-based compensation structure, which means that the firm charges an annual percentage of assets under management as fees. This aligns the firm's interests with those of the clients, as the firm's compensation is tied to the performance of the client's portfolio. In addition to asset-based fees, the firm may also charge hourly fees for specific financial planning services. All fees are fully disclosed and discussed with clients before any services are provided.

Background

AA WEALTH STRATEGIES LLC was founded in 2005 by a team of experienced financial advisors who shared a common goal of helping clients achieve their financial dreams. The firm is committed to providing personalized solutions and building strong relationships with clients to ensure their long-term success.

Disclosures

Registered with the Securities and Exchange Commission (SEC)
Fiduciary duty to act in the best interest of clients
No history of regulatory or disciplinary actions
No disclosures of bankruptcy or criminal convictions

Firm Facts

Primary Business Name: AA WEALTH STRATEGIES LLC
Organization CRD: 319496
Legal Name: AA WEALTH STRATEGIES LLC