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Facts and Insights
Auxi Asset Management, LLC is a financial advisory firm that serves as a trusted partner to help clients achieve their financial goals. The firm offers a wide range of financial services and has a team of experienced professionals who provide personalized and comprehensive solutions to its clients.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions and strategies to help clients reach their financial goals.
- Offers a wide range of financial services to cater to the individual needs of its clients.
- Has a team of experienced professionals who work closely with clients to provide the best possible solutions.
- Strives to build strong and long-lasting relationships with its clients based on trust and transparency.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $200 million | 8 | 10 years |
Financial Services Offered:
- Investment management
- Wealth management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Education planning
Client Types:
Auxi Asset Management, LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm understands that each client has unique financial needs and goals, and therefore, provides customized solutions to cater to their specific needs.
Fees & Compensation:
The fees for services provided by Auxi Asset Management, LLC are based on a percentage of assets under management. The firm strives to maintain a transparent fee structure and discloses all fees and compensation to clients before engaging in any services. Additionally, the firm does not receive any commissions or third-party payments, ensuring that their recommendations are solely based on the client’s best interest.
Background:
Auxi Asset Management, LLC was founded in 2010 and has since grown to manage over $200 million in assets. The firm is headquartered in New York City and has a team of 8 experienced advisors who bring a diverse range of skills and expertise to the table. Their team is dedicated to providing high-quality financial services and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Auxi Asset Management, LLC is legally obligated to disclose any potential conflicts of interest or disciplinary history to their clients. The firm maintains a clean record with no disciplinary actions or conflicts of interest, ensuring that their clients can trust in their advice and recommendations.