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About 3SPOKE MANAGEMENT, LLC
3SPOKE MANAGEMENT, LLC is a financial advisory firm based in New York City. The company specializes in providing wealth management services to high net worth individuals, families, and small businesses. With a team of experienced and knowledgeable financial experts, 3SPOKE MANAGEMENT, LLC helps its clients achieve their financial goals and secure their future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning services
- Offers investment management solutions
- Assists with risk management and insurance needs
- Provides guidance on tax planning and preparation
- Strategizes for retirement and estate planning
Facts and Insights:
3SPOKE MANAGEMENT, LLC manages over $500 million in assets and has been in business for over 10 years. The company has a team of 15 advisors who bring a diverse range of expertise to the table. With a strong emphasis on client education and transparent communication, the firm has a reputation for professionalism and integrity in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 10+ years |
Financial Services Offered:
- Personalized financial planning
- Investment management
- Risk management and insurance
- Tax planning and preparation
- Retirement and estate planning
Client Types:
3SPOKE MANAGEMENT, LLC works with high net worth individuals, families, and small businesses. The firm understands the unique needs and goals of each client and tailors their services accordingly.
Fees & Compensation:
3SPOKE MANAGEMENT, LLC charges a percentage of assets under management as their fee. The exact amount may vary depending on the services provided and the size of the client’s portfolio. The firm believes in transparent and ethical practices and discloses all fees and potential conflicts of interest to their clients.
Background:
The founding partners of 3SPOKE MANAGEMENT, LLC have decades of experience in the financial industry and hold various prestigious certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The firm has a team of professionals who are dedicated to providing excellent service and staying up-to-date with the latest trends and advances in the financial world.
Financial Advisor Disclosures to Know:
As a registered investment advisor, 3SPOKE MANAGEMENT, LLC is required to disclose any conflicts of interest or any disciplinary actions taken against them. The firm has a clean record and is committed to providing unbiased and objective advice to their clients.