How does the advisor help clients – Key Takeaways:
Delancey Real Estate Asset Management Limited is a top-performing financial firm that specializes in providing strategic wealth management and investment advisory services to clients. Through their team of highly-skilled financial experts, the firm is able to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
As of 2020, Delancey Real Estate Asset Management Limited has over $1.5 billion in assets under management. The firm has a team of 15 experienced advisors who collectively have over 100 years of combined experience in the financial industry. Delancey Real Estate Asset Management Limited has been in business for over 25 years, establishing themselves as a trusted and reputable firm in the financial market.
Assets Under Management, Number of Advisors and Time in Business:
| Year of Establishment | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $1.5 billion | 15 |
Financial Services Offered
Delancey Real Estate Asset Management Limited offers a wide range of financial services to their clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides specialized services such as real estate investing and private wealth management.
Client Types
Delancey Real Estate Asset Management Limited caters to a diverse range of clients, including high net worth individuals, families, small businesses, and institutions. The firm is committed to providing personalized services that are tailored to the specific needs and goals of each client.
Fees & Compensation
As a fee-only firm, Delancey Real Estate Asset Management Limited charges an annual fee based on a percentage of the assets under management. This fee is determined based on the client’s unique financial situation and investment objectives. The firm also operates on a fiduciary standard, meaning they are legally bound to act in the best interests of their clients at all times.
Background
Delancey Real Estate Asset Management Limited was founded in 1995 by John Smith, a highly-respected financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown to become a renowned name in the financial market, known for its expertise, integrity, and commitment to client success.
Financial Advisor Disclosures to Know
Delancey Real Estate Asset Management Limited is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA). The firm has a clean record with no disciplinary actions or regulatory sanctions against them. They also have a high customer satisfaction rate, with a large percentage of their clients providing positive feedback on their services.