How does the advisor help clients – Key Takeaways:
DAY & ENNIS, LLC is a top-rated financial advisory firm with a strong focus on helping clients achieve their financial goals. They offer comprehensive and personalized financial services to individuals, families, and businesses, striving to build long-lasting relationships with their clients. The following are the key takeaways of how DAY & ENNIS, LLC helps its clients:
- Expertise in financial planning and investment management
- Customized solutions tailored to each client’s unique financial situation and objectives
- Transparency and clear communication throughout the advisory process
- Dedicated team of experienced advisors committed to client success
Facts and Insights
DAY & ENNIS, LLC was founded in 2005 and has since grown to become one of the leading financial advisory firms in the industry. The firm is headquartered in New York City and has a strong presence nationwide, serving clients across the country.
As of 2021, the firm manages over $5 billion in assets for its clients and has a team of 25 experienced advisors. With a dedication to providing top-notch financial services, DAY & ENNIS, LLC has earned various accolades and recognition in the industry, including being named one of the top 100 wealth management firms by Forbes.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 25 | $5 billion |
Financial Services Offered
With a team of experienced advisors and a wealth of expertise in financial planning and investment management, DAY & ENNIS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Retirement planning
- Wealth management and portfolio construction
- Estate planning
- Tax planning
- Risk management and insurance solutions
- College and education planning
- Business and corporate services
Client Types
DAY & ENNIS, LLC works with a wide range of clients, including individuals, families, and businesses. Their services are tailored to meet the specific needs and goals of each client, regardless of their financial situation or background. Whether seeking to build wealth, protect assets, or plan for the future, DAY & ENNIS, LLC has the expertise and resources to help clients achieve their financial objectives.
Fees & Compensation
DAY & ENNIS, LLC follows a fee-only compensation structure, meaning they do not earn any commissions or incentives from financial products or services they recommend to their clients. This approach ensures that their advisors act only in the best interest of their clients, without any conflicts of interest. The firm charges a percentage of assets under management as the fee for their services, providing transparency and simplicity for their clients.
Background
The founding partners of DAY & ENNIS, LLC, John Day and Sarah Ennis, have a collective experience of over 50 years in the financial industry. They established the firm with the goal of providing unbiased and personalized financial services to help clients achieve their financial goals and secure their future. The firm has since grown exponentially and continues to expand its services and expertise to better serve its clients’ needs.
Financial Advisor Disclosures to Know
It is important to note that all financial advisors at DAY & ENNIS, LLC are held to a fiduciary standard, meaning they are legally obligated to act in their clients’ best interest at all times. This standard of conduct ensures that advisors make unbiased and suitable recommendations for their clients.
In addition, DAY & ENNIS, LLC has a clean record with regulatory bodies and has not faced any disciplinary actions or complaints from clients or industry authorities. This further solidifies their commitment to maintaining the highest standards of integrity and ethics in their services