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CHALDON ASSOCIATES LLC: Your Trusted Financial Expert
CHALDON ASSOCIATES LLC is a financial consulting firm that provides expert advice and services to individuals, families, and businesses. With years of experience in the industry, the team at CHALDON ASSOCIATES LLC has established a strong reputation for providing sound financial guidance and strategies tailored to each client’s unique needs and goals.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans
- Offers a wide range of financial services
- Assists clients in achieving their financial goals
At CHALDON ASSOCIATES LLC, the team of financial advisors works closely with each client to understand their financial situation, goals, and risk tolerance before creating a personalized plan. They take the time to explain the various financial strategies and investments available, providing insightful advice to help clients make informed decisions.
Facts and Insights
Here are some key facts and insights about CHALDON ASSOCIATES LLC:
- Established in 2005
- Over $500 million in assets under management (AUM)
- 16 financial advisors on staff
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2005 | 16 | $500 million |
Financial Services Offered
CHALDON ASSOCIATES LLC offers a comprehensive range of financial services to help clients achieve their financial goals. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance planning and management
- Education planning
Client Types
CHALDON ASSOCIATES LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
CHALDON ASSOCIATES LLC is a fee-only firm, which means their financial advisors only receive compensation directly from clients and do not receive commissions or incentives from product providers. This ensures that their recommendations are completely objective and in the best interest of the client.
The firm’s fees are based on a percentage of AUM and are determined based on the level of services and complexity of each client’s financial situation.
Background
The team at CHALDON ASSOCIATES LLC has a strong background in the financial industry, with years of experience and knowledge in various areas such as investments, taxes, and estate planning. They also stay up-to-date with the latest industry trends and regulations in order to provide the best possible guidance to their clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, CHALDON ASSOCIATES LLC adheres to strict guidelines and regulations to ensure transparency and trust with their clients. Some important disclosures to know include:
- Registered with the Securities and Exchange Commission (SEC)
- Compliant with the Investment Advisers Act
- Required to follow fiduciary duty, meaning they must act in their clients’ best interests at all times
In conclusion, CHALDON ASSOCIATES LLC is a reputable and trustworthy financial consulting firm that prioritizes their clients’ financial well-being above all else. From personalized financial plans to a wide range of services, their team of experts is dedicated to helping clients achieve their financial goals.