How does the advisor help clients – Key Takeaways:
Altman Sacks Corporation is a well-respected financial advising firm that specializes in providing expert financial advice and guidance to their clients. With a team of highly experienced and knowledgeable advisors, the firm offers a wide range of services to help clients achieve their financial goals and secure their financial future.
Facts and Insights
The firm was founded in 1985 and is headquartered in New York City. Since its establishment, Altman Sacks Corporation has been serving clients across various industries and has become one of the top financial advising firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2020 | $1.5 billion | 25 | 35 years |
| 2019 | $1.2 billion | 20 | 34 years |
| 2018 | $1 billion | 18 | 33 years |
Financial Services Offered
Altman Sacks Corporation offers a comprehensive range of financial services to meet the diverse needs of its clients. This includes:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
- Business Succession Planning
Client Types
The firm serves a wide range of clients, including:
- High net worth individuals
- Business owners
- Families
- Retirees
- Professionals
- Corporate executives
- Non-profit organizations
Fees & Compensation
Altman Sacks Corporation has a transparent fee structure and is committed to providing cost-effective and value-driven services to its clients. The firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ goals.
Background
The team at Altman Sacks Corporation is made up of a group of dedicated and experienced financial advisors who possess a deep understanding of the financial industry and a strong commitment to providing personalized and tailored solutions to their clients. They are known for their professionalism, integrity, and unwavering dedication to helping clients reach their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Altman Sacks Corporation has a fiduciary duty to act in the best interests of their clients. They are legally required to disclose any potential conflicts of interest and any fees or compensation they may receive from third-party providers.
In conclusion, Altman Sacks Corporation is a trusted and reputable financial advising firm that offers a wide range of services to help clients achieve their financial goals and secure their financial future. With over 35 years of experience and a team of highly experienced advisors, the firm is well-equipped to provide sound financial advice and guidance to its clients.