COMPOUND VALUE ADVISERS, LLC
Compound Value Advisers, LLC is a financial advisory firm that specializes in helping clients achieve their long-term financial goals. With a team of experienced and knowledgeable advisors, they provide personalized strategies and guidance to assist clients in creating and managing their wealth.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial strategies to help clients meet their long-term financial goals.
- Provides expert guidance and knowledge on investing, retirement planning, and wealth management.
- Empowers clients to make informed financial decisions through education and understanding.
Facts and Insights
Compound Value Advisers, LLC was founded in 2005 and is headquartered in New York City. The firm has a team of 10 advisors who collectively manage $50 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | Since 2005 |
Financial Services Offered
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and preparation
- Education planning
- Financial education and guidance
Client Types
Compound Value Advisers, LLC works with a diverse range of clients, including individuals, families, and small business owners. They also offer services to high-net-worth individuals and institutions.
Fees & Compensation
Compound Value Advisers, LLC charges a percentage of assets under management as their fee, with rates varying depending on the services provided. They also offer hourly or flat-rate fees for certain services.
Background
The team at Compound Value Advisers, LLC consists of experienced financial advisors with various backgrounds and expertise. They are committed to providing personalized and comprehensive solutions for their clients’ financial needs.
Financial Advisor Disclosures to Know
Compound Value Advisers, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a fiduciary duty to act in the best interests of their clients and fully disclose any conflicts of interest. For additional information, please refer to their Form ADV on the SEC’s website.