How does the advisor help clients – Key Takeaways:
BLOM LEVY & CO., LLC is a highly trusted financial firm that provides top-notch financial services to its clients. The firm is renowned for its exceptional expertise and experience in the financial industry. Through its team of expert advisors, BLOM LEVY & CO., LLC helps clients achieve their financial goals by providing quality financial advice and assistance in managing their assets.
Here are the key takeaways of how BLOM LEVY & CO., LLC helps its clients:
- Offers a wide range of financial services to cater to the diverse needs of clients
- Tailors financial plans and strategies based on individual client goals and risk tolerance
- Provides expert financial advice and guidance to help clients make informed decisions
- Manages clients’ assets to maximize returns and minimize risks
- Regularly reviews and adjusts financial plans to ensure they align with clients’ evolving needs and market conditions
Facts and Insights
Founded in 1995, BLOM LEVY & CO., LLC has been in business for over 25 years, making it a well-established and reputable financial firm. It currently manages over $1 billion in assets under management and has a team of 20 experienced advisors dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 20 | Over 25 years |
Financial Services Offered
BLOM LEVY & CO., LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management and insurance planning
- Business succession planning
- Education planning
- Charitable giving
Client Types
BLOM LEVY & CO., LLC serves a broad range of clients, including:
- Individuals
- Families
- Business owners
- Retirees
- High-net-worth individuals
Fees & Compensation
BLOM LEVY & CO., LLC is a fee-based financial firm, which means it charges clients a percentage of their assets under management as a management fee. The exact fee percentage may vary based on the complexity of the client’s financial situation, but it typically ranges from 1% to 2%.
Background
BLOM LEVY & CO., LLC was founded by Janet Blom and Max Levy, two highly experienced financial advisors with a combined experience of over 50 years in the industry. They began their journey as colleagues at a large financial firm and eventually decided to start their firm to have more control over their practices and offer clients a more personalized and tailored approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLOM LEVY & CO., LLC is held to a fiduciary standard, which means they are legally obligated to always act in the best interests of their clients. They have a clean regulatory and disciplinary record, with no disclosures reported by any regulatory authority.