How does the advisor help clients – Key Takeaways:
Providing expert advice on financial matters, CARNEGIE WEALTH MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals. With a team of experienced professionals, the firm offers a wide range of financial services catered to meet the unique needs of each individual client. Through comprehensive financial planning and personalized strategies, clients can feel confident in their financial decisions and work towards a secure financial future.
Facts and Insights
Founded in 1990, CARNEGIE WEALTH MANAGEMENT, LLC has been in business for over 30 years. During this time, the firm has grown in size and experience, currently managing over $3 billion in client assets. The firm is based in New York City and has a team of 25 advisors who work closely with clients to understand their financial objectives and develop tailored solutions. The firm serves a diverse range of clients, including high-net-worth individuals, families, and business owners.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $3 billion | 25 | 30+ years |
Financial Services Offered
With a team of experienced and knowledgeable professionals, CARNEGIE WEALTH MANAGEMENT, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax strategies
- Insurance planning
- Business planning
Client Types
CARNEGIE WEALTH MANAGEMENT, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Business owners
Fees & Compensation
Fees and compensation are discussed in detail with each client during the initial consultation. The firm operates on a fee-only basis, meaning that clients pay a transparent fee based on the assets under management or a flat fee for financial planning services. This ensures that the firm’s advice is always in the best interest of the client, avoiding any conflicts of interest.
Background
CARNEGIE WEALTH MANAGEMENT, LLC was founded in 1990 by John Carnegie, a highly experienced financial advisor with a passion for helping clients achieve their financial goals. His expertise and hands-on approach have been instrumental in the firm’s success and growth over the years. The team at CARNEGIE WEALTH MANAGEMENT, LLC continues to uphold the firm’s core values of integrity, transparency, and personalized service.
Financial Advisor Disclosures to Know
As a registered investment advisor, CARNEGIE WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning that the firm is legally required to always act in the best interest of its clients. The firm also discloses any potential conflicts of interest and maintains transparency in all client interactions.
In conclusion, CARNEGIE WEALTH MANAGEMENT, LLC is a reputable financial advisor dedicated to helping clients achieve their financial objectives. With a team of experienced professionals, a wide range of financial services, and a commitment to transparency and integrity, the firm is well-equipped to serve a diverse range of clients and guide them towards a secure financial future.