How does the advisor help clients – Key Takeaways:
Aabaris Fund Management LLC is a financial management firm that provides expert advice to its clients. The firm’s goal is to help clients achieve their financial goals through customized investment strategies and personalized services.
Facts and Insights:
Aabaris Fund Management LLC has a proven track record of success, with a team of experienced and knowledgeable financial advisors who have helped numerous clients achieve their financial goals. The firm follows a disciplined and research-based approach to invest in a diverse range of assets to minimize risk and maximize returns for clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Educational Savings
- Insurance Services
Client Types:
- Individuals and Families
- High Net-Worth Individuals
- Business Owners
- Pension and Profit Sharing Plans
- Institutional Investors
- Trusts and Estates
Fees & Compensation:
Aabaris Fund Management LLC is a fee-only advisory firm, which means they do not receive commissions or compensation from product sales. Their fees are based on a percentage of assets under management, providing an incentive for the advisors to help clients grow their investments. The fees may vary based on the complexity of the portfolio and the services provided.
Background:
Aabaris Fund Management LLC was founded in 2000 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as an independent investment advisor. The team at Aabaris Fund Management LLC has a combined experience of over 50 years in the financial industry, providing clients with a wealth of knowledge and expertise.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Aabaris Fund Management LLC is required to disclose any potential conflicts of interest to their clients. This may include receiving compensation from third-party companies or recommending products that may earn the firm additional fees. However, the firm is committed to acting in the best interest of their clients and will always disclose any potential conflicts of interest.