How does the advisor help clients – Key Takeaways:
CANNELL & CO. provides financial expertise to clients in a professional and objective manner, helping them achieve their financial goals and secure their financial future. The firm specializes in investment management, retirement planning, estate planning, and tax planning services.
Facts and Insights:
CANNELL & CO. was founded in 2001 and has been in business for over 20 years. As of 2021, the firm has $500 million in assets under management and employs 10 advisors. The firm prides itself on its team of highly qualified and experienced advisors who constantly stay updated with the latest market trends and investment strategies to provide clients with the best possible financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 2001 | 10 | $500 |
Financial Services Offered:
CANNELL & CO. offers a range of financial services to help clients meet their financial objectives, including:
- Investment Management: The firm creates customized investment portfolios that align with the risk tolerance and financial goals of clients.
- Retirement Planning: The advisors at the firm work with clients to develop a retirement plan that ensures a financially secure future.
- Estate Planning: The firm helps clients create an estate plan to preserve and transfer their wealth in a tax-efficient manner.
- Tax Planning: The advisors at the firm stay updated with the constantly changing tax laws and assist clients in minimizing their tax liability.
Client Types:
CANNELL & CO. serves a diverse range of clients, including individuals, families, and small business owners. The firm creates customized financial plans for clients according to their unique needs and goals.
Fees & Compensation:
The fee structure at CANNELL & CO. is transparent, and the firm is committed to providing clients with the best possible value for their money. The firm charges a percentage of assets under management as its fees, and there are no hidden fees or commissions. The firm believes in aligning its interests with those of its clients and does not receive any third-party commissions or incentives.
Background:
CANNELL & CO. was founded in 2001 by John Cannell, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). The firm is headquartered in New York City and has expanded over the years to serve clients nationwide.
Financial Advisor Disclosures to Know:
Before hiring any financial advisor, it is crucial to understand their background and any potential conflicts of interest. Some important disclosures to know about CANNELL & CO. include:
- CANNELL & CO. has no legal or regulatory disclosures.
- The firm has no reported disciplinary actions.
- There are no conflicts of interest or affiliations with any third-party entities that could potentially influence the firm’s recommendations.