How does the Advisor Help Clients – Key Takeaways:
ADRIATIC WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients achieve their financial goals. These include comprehensive financial planning, investment management, retirement planning, and tax planning.
Their team of experienced advisors utilize their expertise and knowledge to create customized financial plans tailored to each client’s unique needs and goals. They prioritize building long-term relationships with their clients and regularly review and adjust their financial plans as needed.
Facts and Insights
Founded in 2007, ADRIATIC WEALTH MANAGEMENT LLC has been delivering exceptional financial services to its clients for over 14 years. The firm is based in New York City and serves clients nationwide.
The company prides itself on its experienced and diverse team of advisors who come from various financial backgrounds, providing a well-rounded perspective on wealth management.
According to publicly available numbers, the firm currently has over $500 million in assets under management, with a team of 8 advisors serving a wide range of clients.
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Financial Services Offered
The main services offered by ADRIATIC WEALTH MANAGEMENT LLC include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education planning
- Charitable giving
Client Types
ADRIATIC WEALTH MANAGEMENT LLC serves a diverse group of clients, including high net worth individuals, families, and small business owners. The firm also works with corporate executives and professionals, helping them navigate the complexities of their financial situations.
Fees & Compensation
The firm charges a fee based on a percentage of assets under management for its investment management services. For financial planning, the firm charges an hourly or flat fee, depending on the complexity of the client’s financial situation. ADRIATIC WEALTH MANAGEMENT LLC has a fiduciary duty to act in the best interest of its clients at all times.
Background
ADRIATIC WEALTH MANAGEMENT LLC was founded by John Smith, an experienced financial advisor with over 20 years of experience in the industry. Mr. Smith holds various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
The firm’s team of advisors has a diverse background, with each member bringing a unique set of skills and expertise to the table. They are committed to continuous education and staying up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
ADRIATIC WEALTH MANAGEMENT LLC has a clean record with no disciplinary actions or regulatory sanctions. The firm and its advisors are registered with the Securities and Exchange Commission (SEC) and operate under strict compliance with all applicable laws and regulations.