How does the advisor help clients – Key Takeaways:
Booth Asset Management, LLC is a financial expert that helps clients with investment management services. They work closely with their clients to understand their financial goals and develop personalized strategies to help them achieve their objectives. Their main focus is to provide clients with a comprehensive financial plan that encompasses all aspects of their financial life.
Facts and Insights
Founded in 2005, Booth Asset Management, LLC has been serving clients for over 15 years. With a team of experienced advisors and financial experts, they have helped numerous clients achieve their financial goals and build their wealth. The firm is based in New York City and caters to clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 15 years |
Financial Services Offered
Booth Asset Management, LLC offers a range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Booth Asset Management, LLC caters to a diverse range of clients, including individuals, families, and small businesses. They work with clients at all stages of their financial journey and specialize in helping clients with complex financial needs.
Fees & Compensation
Booth Asset Management, LLC follows a fee-only compensation structure, meaning they do not earn commissions on any investment products or services they recommend. This ensures that their recommendations are always in the best interest of their clients. Fees are based on a percentage of the assets under management and are discussed and agreed upon with the client before any services are provided.
Background
Booth Asset Management, LLC is registered as an investment advisor with the Securities and Exchange Commission. The firm is held to the fiduciary standard, meaning they are legally obligated to always act in the best interest of their clients. This provides clients with peace of mind knowing that their financial advisor is working solely for their benefit.
Financial Advisor Disclosures to Know
As a registered investment advisor, Booth Asset Management, LLC is required to disclose any potential conflicts of interest to their clients. They have a detailed disclosure document that provides clients with information on their fees, services, and any potential conflicts of interest. This document is provided to clients before they begin working together and is updated as needed.