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Facts and Insights
BLACK SWAN ADVISORS LLC is a leading financial advisory firm dedicated to helping clients achieve their financial goals and secure their financial future. The firm has a team of experienced and knowledgeable advisors who have a deep understanding of the financial markets and the strategies needed to navigate them successfully.
How does the advisor help clients – Key Takeaways:
BLACK SWAN ADVISORS LLC provides a wide range of financial services to help clients achieve their financial goals. The firm focuses on providing personalized and comprehensive financial planning and investment management services, tailored to each client’s specific needs and goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 10 years |
Financial Services Offered
The financial services offered by BLACK SWAN ADVISORS LLC include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
BLACK SWAN ADVISORS LLC serves a diverse range of clients, including:
- Individuals and families
- Small business owners
- High net worth individuals
- Corporate executives
- Retirees
Fees & Compensation
BLACK SWAN ADVISORS LLC operates on a fee-only structure, meaning the firm is compensated solely by client fees and does not earn commissions on products or investments. This ensures that the firm’s interests are aligned with those of its clients and prevents any conflicts of interest.
Background
BLACK SWAN ADVISORS LLC was founded in 2010 by a team of experienced financial advisors with a passion for helping clients achieve financial success. The firm is headquartered in New York and has established a strong reputation for providing exceptional financial planning and investment management services.
Financial Advisor Disclosures to Know
As a leading financial advisory firm, BLACK SWAN ADVISORS LLC adheres to a strict code of ethics and has no disciplinary actions or complaints on record. The firm puts its clients’ interests first and is committed to transparency and honesty in all its dealings.