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How does the advisor help clients – Key Takeaways:
CLEAR HARBOR WEALTH MANAGEMENT is a trusted financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of experienced and talented advisors, the firm provides personalized and comprehensive solutions to help clients reach their financial objectives.
Facts and Insights
Founded in 2010, CLEAR HARBOR WEALTH MANAGEMENT has over 10 years of experience in the financial industry. The firm is based in New York City and serves clients throughout the United States. With a strong focus on providing excellent customer service and innovative financial solutions, the firm has established a strong reputation in the industry.
As of 2021, the firm manages over $500 million in assets and has a team of 15 dedicated advisors. This makes CLEAR HARBOR one of the top financial advisory firms in the country, providing clients with expert guidance and support.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2010 | 15 | $500 million |
Financial Services Offered
CLEAR HARBOR WEALTH MANAGEMENT offers a wide range of financial services to help clients achieve their financial goals and secure their future. Some of the services provided by the firm include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Wealth preservation
- Tax planning
Client Types
The firm primarily serves high net worth individuals and families, as well as small business owners. However, their services are available to anyone seeking professional and expert financial advice.
Fees & Compensation
CLEAR HARBOR WEALTH MANAGEMENT follows a fee-based compensation structure, which means they charge a fee for their services. The firm does not receive any commissions or compensation from third-party providers, ensuring their advisors work solely in the best interest of their clients.
Background
CLEAR HARBOR WEALTH MANAGEMENT was founded by a team of experienced and knowledgeable financial advisors who shared a common goal of providing exceptional financial services to their clients. The firm’s advisors have a strong educational background and hold various professional certifications and designations, including the Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLEAR HARBOR WEALTH MANAGEMENT is legally required to disclose any potential conflicts of interest or business relationships that may affect their ability to provide unbiased and objective advice to their clients.
Clients can access the firm’s Form ADV, which is a publicly available document that includes information about the firm’s services, fees, and potential conflicts of interest. This disclosure allows clients to make an informed decision about their financial advisor and understand the services they are receiving.
Overall, CLEAR HARBOR WEALTH MANAGEMENT is a reputable financial advisory firm that offers a comprehensive range of services to help clients achieve their financial goals. With a team of experienced advisors, a strong track record, and a commitment to putting their clients’ needs first, the firm sets itself apart as a top choice for individuals and families seeking expert financial advice.