How does the advisor help clients – Key Takeaways:
B. RILEY WEALTH PRIVATE SHARES is a notable financial firm dedicated to helping clients reach their financial goals and secure their future. With a team of highly experienced and knowledgeable advisors, they provide personalized financial solutions that cater to the unique needs and circumstances of each client. Their expertise and dedication make them a trusted partner in building and managing wealth for individuals, families, and businesses.
If you’re considering working with B. RILEY WEALTH PRIVATE SHARES, here are some key takeaways to keep in mind:
- They offer a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and more.
- Their diverse client base includes individuals, families, and businesses with varying financial needs and goals.
- Their advisors are compensated through a fee-based structure, ensuring they have their clients’ best interests in mind.
- They value transparency and always prioritize their clients’ financial well-being.
Facts and Insights
B. RILEY WEALTH PRIVATE SHARES has been in business for 20 years, providing exceptional financial services and expert guidance to their clients. In this time, they have managed to accumulate assets under management (AUM) of $3 billion, a testament to their expertise and success in managing wealth for their clients.
The firm boasts a team of 25 advisors, each with a unique set of skills and experience that they bring to the table. This diverse group of advisors allows B. RILEY WEALTH PRIVATE SHARES to provide comprehensive solutions to their clients, catering to a wide range of financial needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $3 billion | 25 | 20 |
Financial Services Offered
B. RILEY WEALTH PRIVATE SHARES offers a comprehensive range of financial services to help their clients manage and grow their wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
- Wealth transfer and philanthropy
Client Types
With their diverse range of financial services, B. RILEY WEALTH PRIVATE SHARES caters to a varied client base. They work with individuals, families, and businesses, providing personalized solutions to their unique financial circumstances. Some of their clients include:
- High-net-worth individuals
- Business owners
- Retirees
- Young professionals
- Executives
- And more
Fees & Compensation
B. RILEY WEALTH PRIVATE SHARES operates on a fee-based structure, meaning their advisors are compensated through a combination of fees and commissions. This ensures that their advisors have their clients’ best interests in mind and avoid any conflicts of interest. Additionally, the firm values transparency in all aspects of their services, including fees and compensation, and always puts their clients’ financial well-being first.
Background
The firm was founded in 2001 and has since grown into a respectable and reputable name in the financial services industry. B. RILEY WEALTH PRIVATE SHARES has a team of highly experienced and knowledgeable advisors who are dedicated to helping their clients achieve their financial goals. They are committed to providing exceptional service and building long-lasting relationships with their clients.
Financial Advisor Disclosures to Know
As with any financial firm, B. RILEY WEALTH PRIVATE SHARES is committed to transparency and always discloses any potential conflicts of interest or disclosures that may be pertinent to their clients. It’s important to review and understand these disclosures before working with any financial advisor or firm, and B. RILEY WE