How does the advisor help clients – Key Takeaways:
COLSARA NATIONAL WEALTH MANAGEMENT LLC is dedicated to providing expert financial guidance to its clients. The advisors at COLSARA help clients achieve their financial goals and secure their future through personalized strategies and investment planning.
- COLSARA offers a wide range of financial services to meet the varying needs of its clients.
- The firm works with different client types, including individuals, families, and businesses.
- COLSARA has a transparent fee and compensation structure.
- The firm has a strong and experienced team of advisors with a track record of success.
- COLSARA emphasizes the importance of understanding and managing financial risks.
Facts and Insights:
COLSARA NATIONAL WEALTH MANAGEMENT LLC is a registered investment advisor (RIA) based in the United States. The firm was formed in 2005 and is headquartered in New York City.
According to its latest Form ADV filing with the Securities and Exchange Commission (SEC), COLSARA manages over $500 million in assets under management (AUM) and has a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total AUM | Number of Advisors |
|---|---|---|
| 2005 | $500 million+ | 10 |
Financial Services Offered:
COLSARA NATIONAL WEALTH MANAGEMENT LLC offers a comprehensive range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
- Education planning
- Wealth transfer planning
Client Types:
The advisors at COLSARA NATIONAL WEALTH MANAGEMENT LLC work with a diverse range of clients, including individuals, families, and businesses. They have the expertise to understand the unique financial needs and goals of each client and provide tailored solutions to help them achieve their objectives.
Fees & Compensation:
COLSARA has a transparent fee and compensation structure. The firm charges a percentage of AUM as its annual management fee, which varies depending on the type and size of the client’s account. The firm may also charge a performance fee for certain accounts. All fees are clearly disclosed and agreed upon by the client before any services are rendered.
Background:
COLSARA NATIONAL WEALTH MANAGEMENT LLC is led by a team of experienced financial advisors who have demonstrated expertise in managing and growing client assets. The advisors at COLSARA have diverse backgrounds and areas of specialization, allowing them to provide a wide range of services to their clients. The firm’s leadership team is committed to upholding the highest standards of ethical and professional conduct.
Financial Advisor Disclosures to Know:
As a registered investment advisor, COLSARA NATIONAL WEALTH MANAGEMENT LLC is required to disclose any potential conflicts of interest or disciplinary actions to its clients. The firm has a clean disciplinary history, with no SEC or legal actions against it or its advisors in the past 10 years.