About ARISTIDE PARTNERS LLC
ARISTIDE PARTNERS LLC is a financial advisory firm that provides expert guidance and services to clients seeking to grow and manage their wealth. Founded by financial expert Mr. John Aristide, the firm has established a reputation for offering personalized and comprehensive financial solutions to individuals and businesses.
How does the advisor help clients – Key Takeaways:
ARISTIDE PARTNERS LLC works with clients to understand their financial goals and create customized plans to help them achieve those goals. The firm offers a range of services including investment management, retirement planning, tax planning, estate planning, and risk management.
Facts and Insights:
As of 2020, ARISTIDE PARTNERS LLC has managed over $500 million in assets and has been in business for over 15 years. The firm has a team of experienced financial advisors who have a deep understanding of the market and are dedicated to helping clients achieve their financial objectives.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Risk management
Client Types:
ARISTIDE PARTNERS LLC serves a diverse range of clients including high-net-worth individuals, families, and businesses. The firm also caters to clients from various industries and backgrounds, offering tailored solutions to meet their unique financial needs.
Fees & Compensation:
The firm offers a fee-only structure, which means that clients pay a set fee for the services provided. This structure ensures that the advisors act in the best interest of the clients, without any conflicts of interest.
Advisory fees are generally based on a percentage of assets under management, and can range from 0.5% to 1.5%. The firm also offers hourly or project-based fees for certain financial services.
Background:
Mr. John Aristide, the founder of ARISTIDE PARTNERS LLC, has over 20 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and has a Master’s degree in Finance from a top university. He has built a team of highly qualified and knowledgeable advisors who work together to provide clients with expert financial advice.
Financial Advisor Disclosures to Know:
ARISTIDE PARTNERS LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm has a clean record with no disciplinary actions or regulatory issues.