How does the advisor help clients – Key Takeaways:
D C VOSS & COMPANY, LLC is a leading financial advisory firm that provides expert guidance and support to its clients. With years of experience in the industry, D C VOSS & COMPANY, LLC has become a trusted partner for individuals, families, and businesses looking to achieve financial success.
Facts and Insights
- Founded in 2005
- Based in New York, NY
- Over $500 million in assets under management
- Team of highly qualified and experienced financial advisors
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | Approximately 25 | 16 years |
Financial Services Offered:
D C VOSS & COMPANY, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Risk management
- Education planning
Client Types:
The team at D C VOSS & COMPANY, LLC caters to a diverse range of clients, including:
- Individuals and families
- Businesses of all sizes
- High-net-worth individuals
- Retirees
- Non-profit organizations
- Small business owners
Fees & Compensation:
D C VOSS & COMPANY, LLC is a fee-based advisory firm, meaning they charge a percentage of the assets they manage for their clients. This fee structure ensures that their interests are aligned with their clients’ and that they are focused on delivering optimal returns on investment.
Background:
D C VOSS & COMPANY, LLC was founded in 2005 by financial expert D.C. Voss. With over 20 years of experience in the industry, Mr. Voss saw the need for a client-centric advisory firm that prioritizes long-term financial success over short-term gains. Today, the firm continues to uphold its values and remains committed to providing personalized and comprehensive financial solutions to its clients.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is essential to be aware of any potential conflicts of interest or legal disclosures. D C VOSS & COMPANY, LLC has a clean regulatory record, with no disciplinary actions or legal incidents on record. This demonstrates the firm’s commitment to ethical practices and transparency with their clients.