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How does the advisor help clients – Key Takeaways:
AUTHENTIKOS WEALTH ADVISORY LLC is a financial advisory firm that provides comprehensive wealth management services to its clients. Their services are designed to help clients achieve their financial goals and build wealth for their future. The key takeaways of how the advisor helps clients are:
- Provides personalized financial advice based on clients’ specific needs and goals
- Offers a holistic approach to wealth management, taking into account all aspects of a client’s financial life
- Utilizes a team-based approach, with a dedicated team of advisors and specialists working together to serve each client
- Offers a range of financial services, including investment management, retirement planning, tax planning, and estate planning
- Takes a proactive approach, regularly reviewing and adjusting clients’ portfolios to ensure they are on track to meet their goals
- Provides ongoing support and guidance to help clients navigate changes in their financial situation and the market
Facts and Insights
Here are some key facts and insights about AUTHENTIKOS WEALTH ADVISORY LLC:
- Founded in 2005
- Headquartered in New York City
- Over $1 billion in assets under management
- Over 50 advisors on staff
- Services over 1,000 clients
- Clients include high-net-worth individuals, families, and small business owners
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 50+ | 15 |
Financial Services Offered
AUTHENTIKOS WEALTH ADVISORY LLC offers a comprehensive range of financial services to help clients achieve their goals and build wealth for the future. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Education funding
- Risk management and insurance planning
- Charitable giving
Client Types
AUTHENTIKOS WEALTH ADVISORY LLC serves a diverse group of clients, including:
- High-net-worth individuals
- Families
- Small business owners
- Executives
- Professionals
- Institutions
Fees & Compensation
The fee structure and compensation for AUTHENTIKOS WEALTH ADVISORY LLC is structured to align with the best interests of their clients. The majority of their compensation comes from a percentage of assets under management, ensuring that their interests are closely aligned with their clients’ success.
They also offer fee-only services, and do not receive commissions for recommending specific products or services, eliminating potential conflicts of interest.
Background
AUTHENTIKOS WEALTH ADVISORY LLC was founded in 2005 in New York City by a team of experienced financial professionals. They have consistently grown and evolved over the years, expanding their team and services to better serve their clients.
Their team of advisors and specialists have a diverse range of backgrounds and expertise, allowing them to provide comprehensive and personalized advice to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, AUTHENTIKOS WEALTH ADVISORY LLC is required to disclose any potential conflicts of interest or disciplinary history.