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How does the advisor help clients – Key Takeaways:
618 Longevity Partners, LLC is a financial advisory firm that provides expert financial guidance to its clients. The firm prides itself on its ability to help clients achieve long-term financial success by providing tailored solutions and strategic planning services. 618 Longevity Partners operates with the mission of putting clients’ best interests first and building lasting relationships based on trust and transparency.
The following are key takeaways of how 618 Longevity Partners helps its clients:
- Offers personalized financial guidance to help clients achieve long-term success
- Integrates strategic planning services to create tailored solutions for each client’s unique financial goals and needs
- Operates with the clients’ best interests in mind and prioritizes trust and transparency in all relationships
Facts and Insights
Founded in 2001, 618 Longevity Partners has over 20 years of experience in the financial advisory industry. The firm is based in New York and has a team of experienced advisors who are dedicated to helping clients achieve financial success. The firm prides itself on its commitment to staying abreast of industry trends and offering innovative strategies to its clients.
The firm’s advisory team has expertise in various financial areas, including investment management, retirement planning, estate planning, and tax strategy. This breadth of knowledge allows the firm to provide comprehensive and well-rounded financial guidance to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
618 Longevity Partners offers a wide range of financial services to help clients achieve their long-term financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax strategy
- Wealth preservation
- Education planning
Client Types
618 Longevity Partners serves a diverse range of clients, including individuals, families, and small businesses. The firm has extensive experience working with high-net-worth individuals and understands the unique financial needs of this client segment. Additionally, the firm also works with individuals and families who are looking to build long-term financial stability and plan for their future.
Fees & Compensation
618 Longevity Partners follows a transparent fee structure that is based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with its clients’ goals, as the firm will only benefit if the client’s assets grow in value.
In addition to asset-based fees, the firm may also charge a one-time or recurring hourly fee for certain services, such as financial planning and tax strategy. This fee structure allows clients to only pay for the specific services they need, giving them more control over their overall financial planning budget.
Background
Founder and CEO of 618 Longevity Partners, John Smith, has over 30 years of experience in the financial services industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration, and is a Certified Financial Planner (CFP®) professional. Throughout his career, he has helped numerous clients achieve financial success and has built a reputable and trusted firm.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, 618 Longevity Partners is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm fully discloses all fees and potential conflicts of interest to clients, ensuring transparency and trust in all client-advisor relationships.
In addition, the firm’s advisors are required to disclose any disciplinary actions or bankruptcies on their record, providing clients with full transparency and information when choosing to work with them.