How does the advisor help clients – Key Takeaways:
25 FOURTEEN FINANCIAL MANAGEMENT, LLC is a financial advisory firm that offers comprehensive financial management and investment services to individuals, businesses, and institutions. With a team of experienced financial experts, 25 FOURTEEN FINANCIAL MANAGEMENT is dedicated to providing personalized and strategic financial solutions to help clients achieve their long-term financial goals.
Their approach to financial management is based on a client-first mentality, with a focus on building long-term relationships and providing exceptional service. They are committed to understanding each client’s unique needs and developing customized solutions tailored to their specific financial situation.
If you are considering working with 25 FOURTEEN FINANCIAL MANAGEMENT, here are some key takeaways to keep in mind:
- Comprehensive financial management services for individuals, businesses, and institutions
- Focused on building long-term relationships and providing exceptional service
- Customized solutions tailored to each client’s unique financial situation
Facts and Insights
25 FOURTEEN FINANCIAL MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and currently has over $2 billion in assets under management (AUM).
The firm has a team of 50 advisors who hold various industry certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). Their advisors have an average of 15 years of experience in the financial services industry, providing clients with a depth of knowledge and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 50 | Founded in 2005 |
Financial Services Offered
25 FOURTEEN FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance analysis and review
- Education planning
- Cash flow management
- Debt management
Client Types
25 FOURTEEN FINANCIAL MANAGEMENT, LLC works with a diverse range of clients, including individuals, families, businesses, and institutions. Their services are tailored to meet the specific needs of each client, no matter their financial situation or goals.
Fees & Compensation
25 FOURTEEN FINANCIAL MANAGEMENT, LLC operates on a fee-based compensation model, meaning that they charge clients a percentage of their AUM. This aligns their interests with those of their clients, as they only earn more if their clients’ assets grow in value.
The firm’s fees are competitive with industry standards and are based on the level of assets under management. They also offer fee structures based on hourly rates or flat fees for certain services, depending on the client’s needs.
Background
The leadership team at 25 FOURTEEN FINANCIAL MANAGEMENT, LLC has over 40 years of combined experience in the financial services industry. This experience has been crucial in shaping the firm’s client-first mentality and commitment to providing exceptional service.
In addition to their financial expertise, the firm’s leaders are also actively involved in charitable organizations, further demonstrating their dedication to making a positive impact in their communities.
Financial Advisor Disclosures to Know
As a registered investment advisor with the SEC, 25 FOURTEEN FINANCIAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest that may arise in their business practices. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.
Additionally, the firm’s advisors may have personal investments in certain securities or products that they recommend to clients. They are required to disclose these potential conflicts of interest and have policies in place to ensure that they act in their clients’ best interests.
When choosing a financial advisor,