BOVEDA ASSET MANAGEMENT, INC.
Located in New York City, BOVEDA ASSET MANAGEMENT, INC. is a highly respected financial advisory firm that has been providing expert financial services for over 25 years. With a team of experienced and knowledgeable advisors, the company specializes in assisting clients with their diverse financial needs.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial solutions tailored to the specific needs and goals of each client
- Offers a wide range of financial services, covering various aspects of financial planning and management
- Utilizes expertise and resources to maximize investment opportunities and minimize risks for clients
- Strives to build long-term relationships with clients based on trust, communication, and transparency
Facts and Insights
As of 2021, BOVEDA ASSET MANAGEMENT, INC. has over $1 billion in assets under management. The firm has a team of 15 skilled advisors who have an impressive average of 20 years of experience in the financial industry. The company prides itself on providing top-notch financial services and has gained recognition as one of the leading firms in the country.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 Billion+ | 15+ | 25+ years |
Financial Services Offered
BOVEDA ASSET MANAGEMENT, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Wealth and retirement planning
- Estate planning
- Tax planning and preparation
- Risk management and insurance
Client Types
The firm caters to a diverse clientele, including individuals, families, small business owners, and corporations. They have the expertise and resources to assist clients from various financial backgrounds and industries.
Fees & Compensation
BOVEDA ASSET MANAGEMENT, INC. operates on a fee-only basis, which means they do not receive any commissions from product sales. This fee structure ensures that the advisors act in the best interests of the clients and provide objective financial advice. The firm charges a percentage of the assets under management as annual fees, which are competitively priced in the market.
Background
The founder and CEO of BOVEDA ASSET MANAGEMENT, INC. has over 30 years of experience in the financial industry. The team of advisors consists of highly educated and qualified professionals, including Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and Certified Public Accountants (CPAs). These credentials ensure that the advisors have the necessary expertise and knowledge to guide clients through complex financial matters.
Financial Advisor Disclosures to Know
BOVEDA ASSET MANAGEMENT, INC. takes full responsibility for maintaining transparency with clients and disclosing any potential conflicts of interest. The firm follows the CFP Board’s Code of Ethics and Standards of Conduct, ensuring that clients’ best interests are always the top priority.