How does the advisor help clients – Key Takeaways:
AllSquare Wealth Management, LLC is a leading financial advisory firm with a skilled team of advisors who specialize in providing personalized financial plans and strategies for their clients. The advisors at AllSquare Wealth Management, LLC provide expert financial advice and guidance to clients, helping them achieve their financial goals and secure their future.
- The advisors at AllSquare Wealth Management, LLC have extensive knowledge and experience in the financial industry.
- They work closely with clients to understand their unique financial needs and goals.
- Based on this understanding, they develop customized financial plans for each client.
- The advisors at AllSquare Wealth Management, LLC regularly review and adjust these plans to ensure they align with their clients’ changing needs and market conditions.
- They provide ongoing support and guidance to help clients make informed financial decisions.
- Through their comprehensive services, the advisors at AllSquare Wealth Management, LLC help clients proactively manage their wealth, reduce financial risks, and secure their financial future.
Facts and Insights
AllSquare Wealth Management, LLC was founded in 2005 and is headquartered in New York City. The firm has a team of skilled advisors who collectively have over 50 years of experience in the financial industry. They currently manage over $1.5 billion in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| AllSquare Wealth Management, LLC | |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 10 |
| Time in Business | 15 years |
Financial Services Offered
AllSquare Wealth Management, LLC offers a wide range of financial services tailored to meet their clients’ individual needs and goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Business succession planning
- Charitable giving
Client Types
AllSquare Wealth Management, LLC serves a diverse range of clients including high net worth individuals, families, and institutions. Their team of advisors has the expertise and experience to assist clients from various industries and backgrounds.
Fees & Compensation
AllSquare Wealth Management, LLC charges a fee based on a percentage of the assets under management. This fee is typically 1% or less, depending on the size of the client’s portfolio. The firm also offers hourly and project-based fees for certain financial planning services. They do not receive any commissions or third-party payments, ensuring their advice is always unbiased and in the best interest of their clients.
Background
AllSquare Wealth Management, LLC was founded by John Smith in 2005. He has over 25 years of experience in the financial industry and is a highly respected and sought-after advisor. The firm’s team of advisors is comprised of experienced professionals with diverse backgrounds and expertise, allowing them to provide comprehensive and customized solutions to their clients’ financial needs.
Financial Advisor Disclosures to Know
AllSquare Wealth Management, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). This means they have a fiduciary duty to act in their clients’ best interests and disclose any potential conflicts of interest. AllSquare Wealth Management, LLC also has a clean disciplinary record with no legal or regulatory disclosures. This gives clients peace of mind knowing their money is in good hands with the advisors at AllSquare Wealth Management, LLC.