A complete list of active advisors currently associated with Batman Wealth Management, LLC
Warmer can help you find a great advisor at Batman Wealth Management, LLC or one who fits your needs even better.
Batman Wealth Management is a state-registered, fee-only investment advisory firm that serves individuals and small business owners, and is also available to estates, trusts, non-profits and similar entities. The firm provides comprehensive financial planning, ongoing discretionary wealth management, and hourly consulting engagements. The firm’s investment approach emphasizes strategic asset allocation and Modern Portfolio Theory, with diversified portfolios constructed from low-cost ETFs, no-load mutual funds and selective individual securities. Portfolio management is typically discretionary and the firm highlights tax-aware management (including tax-loss harvesting), periodic rebalancing and client education through quarterly newsletters, web articles and annual reviews. Operating as a single-advisor practice managing roughly $18.5 million for about 59 clients, the firm has several features that differ from many peers: it maintains a life and variable annuity license to offer fee-only variable annuities (no commission), accepts a broad set of modern payment methods (Venmo, PayPal, Zelle, Square), and disclosed a one-time reimbursement from its custodian to offset client transfer costs. The firm also carries a $25,000 surety bond and states a policy of avoiding alternative custodian pricing programs to limit potential conflicts of interest.
To learn more about the advisors currently working at Batman Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lake Mary, FL
| 36
|
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