How does the advisor help clients – Key Takeaways:
Nowadays, navigating the complex world of finance can be a daunting task for individuals and businesses alike. With so many investment options and fluctuating market conditions, making sound financial decisions requires expertise and guidance. This is where BENNETT SELBY INVESTMENTS, L.P. comes in. As a leading financial advisor, they offer unique insights and solutions to help clients achieve their financial goals. Here are some key takeaways on how BENNETT SELBY INVESTMENTS, L.P. helps their clients:
Facts and Insights
BENNETT SELBY INVESTMENTS, L.P. was founded in 2005 and is based in New York City. They specialize in providing investment management and financial planning services to high net worth individuals, families, and businesses. With their team of experienced professionals, they offer personalized investment strategies tailored to each client’s unique needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
According to their latest disclosure form dated March 31, 2020, BENNETT SELBY INVESTMENTS, L.P. has approximately $1.5 billion assets under management (AUM). They have a team of 15 advisors, including 7 certified financial planners (CFPs), who collectively have over 250 years of experience in the financial industry.
Financial Services Offered
BENNETT SELBY INVESTMENTS, L.P. offers a wide range of financial services to help clients manage and grow their wealth. These include investment management, financial planning, retirement planning, tax planning, estate planning, and risk management. They also provide guidance on alternative investments, such as private equity, real estate, and hedge funds, to help clients diversify their portfolios.
Client Types
BENNETT SELBY INVESTMENTS, L.P. primarily serves high net worth individuals and families, as well as businesses and non-profit organizations. They also offer services to corporations, pension and profit-sharing plans, and trusts. They believe in building long-term relationships with their clients and have a minimum account size of $5 million.
Fees & Compensation
BENNETT SELBY INVESTMENTS, L.P. charges a fee based on a percentage of clients’ AUM. The fee is determined based on the type and complexity of services provided. They do not earn commissions or compensation from the sale of any products, ensuring their recommendations are always in the best interest of their clients.
Background
BENNETT SELBY INVESTMENTS, L.P. was founded by experienced financial advisors who saw the need for unbiased and personalized financial advice for high net worth individuals and businesses. They have built a reputation for their top-notch services and have been featured in top publications like Forbes, Financial Times, and Bloomberg. Today, they continue to uphold their values of integrity, transparency, and excellence in every aspect of their business.
Financial Advisor Disclosures to Know
While researching financial advisors, it is essential to look into any potential disclosures or disciplinary actions against them. BENNETT SELBY INVESTMENTS, L.P. has a clean record with no disciplinary actions or sanctions reported by any regulatory agency. They are also committed to providing full and transparent disclosures to their clients, ensuring a high level of trust and confidence.
In conclusion, BENNETT SELBY INVESTMENTS, L.P. stands out as a reliable and expert financial advisor, offering a wide range of services to help clients achieve financial success. With their experience, personalized approach, and transparent fee structure, they continue to serve as a trusted partner for their clients’ financial needs.