How does the advisor help clients – Key Takeaways:
Blackbody Asset Management, LLC provides expert financial advice and management services for clients seeking to increase their wealth and manage their assets for the long term. Their team of experienced professionals provides tailored solutions for each individual client based on their specific needs and goals.
Facts and Insights
Blackbody Asset Management, LLC was founded in 2005 and is headquartered in New York City. The company has steadily grown over the years and now serves a diverse group of clients, including high-net-worth individuals, corporations, and institutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 10 | 15 years |
Financial Services Offered
Blackbody Asset Management, LLC offers a range of financial services to help clients achieve their wealth and asset management goals. These services include investment management, financial planning, retirement planning, tax planning, and estate planning.
Client Types
The team at Blackbody Asset Management, LLC caters to a diverse group of clients, including:
- High-net-worth individuals
- Corporations
- Institutions
- Retirement plans
- Endowments and foundations
Fees & Compensation
Blackbody Asset Management, LLC operates on a fee-only basis, meaning they do not earn commissions from selling financial products. This ensures that their interests are aligned with their clients and they are solely focused on growing and managing their clients’ assets. The fees are based on a percentage of the assets under management and are charged on a quarterly basis.
Background
Blackbody Asset Management, LLC was founded by a team of financial experts with extensive experience in wealth management and asset management. They pride themselves on their expertise, integrity, and dedication to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Blackbody Asset Management, LLC is held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interests. They have a clean compliance record and have not been subject to any disciplinary actions or regulatory sanctions.