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How does the advisor help clients – Key Takeaways:
CLEARTREE ASSET MANAGEMENT, INC. is a financial management firm that offers a wide range of services to its clients. With its team of experienced financial experts, CLEARTREE prides itself on providing personalized, comprehensive, and unbiased financial advice to individuals and businesses of all sizes.
Here are some key takeaways on how CLEARTREE helps its clients:
- Provides personalized and comprehensive financial planning
- Offers a wide range of financial services
- Has a team of experienced financial experts
- Is committed to providing unbiased advice
- Serves clients of all sizes and backgrounds
Facts and Insights
CLEARTREE has been in business for over 10 years and has established a strong reputation in the financial industry. The firm is registered with the Securities and Exchange Commission (SEC) and has a loyal base of clients who rely on its expertise to help them achieve their financial goals.
Here are some facts and insights about CLEARTREE ASSET MANAGEMENT, INC.:
- Founded in: 2008
- Headquarters: New York City, NY
- Company Type: Registered Investment Advisor (RIA)
- Total Assets Under Management: $500 million
- Number of Advisors: 10
Assets Under Management, Number of Advisors and Time in Business:
| CLEARTREE ASSET MANAGEMENT, INC. | |
|---|---|
| Founded in | 2008 |
| Headquarters | New York City, NY |
| Company Type | Registered Investment Advisor (RIA) |
| Total Assets Under Management | $500 million |
| Number of Advisors | 10 |
Financial Services Offered
CLEARTREE offers a wide range of financial services to help its clients manage their wealth and achieve their financial goals. These services include:
- Personalized Financial Planning
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Retirement Planning
- College Planning
- Insurance and Risk Management
Client Types
CLEARTREE is dedicated to serving clients of all sizes and backgrounds. The firm works with individuals, families, small businesses, and larger corporations to provide them with tailored financial solutions that meet their unique needs.
Fees & Compensation
As an RIA, CLEARTREE has a fiduciary duty to act in the best interests of its clients. This means that the firm is committed to providing unbiased advice and transparent fees to its clients. CLEARTREE charges a percentage of assets under management as its fee, with rates varying depending on the services provided.
Background
CLEARTREE ASSET MANAGEMENT, INC. was founded in 2008 with a mission to provide individuals and businesses with personalized and comprehensive financial advice. The firm is led by a team of experienced financial experts who are dedicated to helping clients achieve their financial goals through a holistic approach to wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor, CLEARTREE is required to disclose any potential conflicts of interest that may arise in its advisory services. This includes any affiliations with other financial institutions or products that may influence the firm’s recommendations. CLEARTREE takes this responsibility seriously and is committed to full transparency with its clients.