How does the advisor help clients – Key Takeaways:
CENTERLINE WEALTH ADVISORS, LLC is a trusted provider of financial advice, helping individuals and families achieve their financial goals. Their approach is focused on providing personalized and comprehensive financial planning and investment management services to their clients. With a team of experienced and knowledgeable financial advisors, CENTERLINE WEALTH ADVISORS, LLC is committed to helping clients make informed and strategic financial decisions.
Facts and Insights
Founded in 2001, CENTERLINE WEALTH ADVISORS, LLC has over 20 years of experience in the financial services industry. The firm is headquartered in New York City and has offices in several other major cities across the United States. With a team of over 100 advisors, the firm has a wide range of expertise in various areas of financial planning.
In their most recent report to the Securities and Exchange Commission (SEC), CENTERLINE WEALTH ADVISORS, LLC reported over $25 billion in assets under management (AUM). This number has steadily increased over the years, reflecting the firm’s continued success in managing their clients’ wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $25 billion | 100+ | 20+ years |
Financial Services Offered
CENTERLINE WEALTH ADVISORS, LLC offers a wide range of financial services to their clients, including:
- Comprehensive Financial Planning
- Investment Management
- Wealth Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Education Planning
The firm takes a holistic approach to financial planning, considering all aspects of their clients’ financial picture to create personalized and strategic plans to help them reach their goals.
Client Types
CENTERLINE WEALTH ADVISORS, LLC serves a diverse range of clients, including high-net-worth individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client, whether they are looking to grow, preserve, or transfer their wealth.
Fees & Compensation
The fees and compensation structure at CENTERLINE WEALTH ADVISORS, LLC is transparent and easy to understand. The firm primarily charges a percentage-based fee on assets under management, with additional fees for certain services such as financial planning and estate planning. The firm does not receive any commissions or sell any products, ensuring that their advice is always unbiased and in the best interest of their clients.
Background
The team at CENTERLINE WEALTH ADVISORS, LLC consists of experienced and highly educated financial advisors. The firm requires all their advisors to hold advanced degrees and professional certifications to ensure that they are up-to-date on the latest industry trends and have the expertise to provide the best financial advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, CENTERLINE WEALTH ADVISORS, LLC has a fiduciary duty to act in the best interest of their clients at all times. This means that they must always provide unbiased and suitable advice for their clients’ specific financial situations. The firm has a clean disciplinary record, with no disciplinary actions against them or their advisors in the past 10 years.