ADARE ASSET MANAGEMENT, LLC – Financial Expert
ADARE ASSET MANAGEMENT, LLC is a financial advisory firm that provides expertise and guidance to clients in managing their assets. With years of experience in the industry, ADARE ASSET MANAGEMENT, LLC has established itself as a trusted and reputable firm that helps clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides financial advice and guidance to clients in managing their assets.
- Helps clients make informed decisions about their investments.
- Offers customized solutions based on clients’ unique financial situations and objectives.
- Regularly reviews and monitors clients’ portfolios to ensure they remain aligned with their goals.
Facts and Insights
ADARE ASSET MANAGEMENT, LLC has a team of highly qualified and experienced financial advisors who have a deep understanding of the financial markets and investment strategies. They stay updated on the latest trends and developments in the industry to provide the best possible advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $1 billion+ |
|---|---|
| Number of Advisors | 20+ |
| Time in Business | 10+ years |
Financial Services Offered
- Investment management
- Financial planning
- Estate planning
- Tax planning
- Retirement planning
- Education planning
- Risk management
Client Types
- Individuals
- Families
- Small business owners
- High-net-worth individuals
- Institutions
Fees & Compensation
ADARE ASSET MANAGEMENT, LLC charges a percentage of assets under management as their fee, which varies depending on the size and complexity of the portfolio. Clients may also be charged flat fees for financial planning services. The firm does not receive any commissions or third-party payments, ensuring their advice is always unbiased and in the best interest of their clients.
Background
Founded in 2000, ADARE ASSET MANAGEMENT, LLC is headquartered in New York City. It is registered with the Securities and Exchange Commission (SEC) as an investment advisor and operates as a fee-only firm. This means that the only source of income for the firm is the fees they charge their clients, eliminating any conflicts of interest.
Financial Advisor Disclosures to Know
As a registered investment advisor, ADARE ASSET MANAGEMENT, LLC has a fiduciary duty to always act in the best interests of their clients. This means they are legally obligated to provide unbiased advice and disclose any potential conflicts of interest. The firm has a clean compliance record and no disciplinary actions have been taken against them.