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How does the advisor help clients – Key Takeaways:
DeSimone Investments, LLC is a financial advisory firm that provides expert financial advice to its various clients. The firm is committed to helping its clients achieve their financial goals and secure their futures through sound and strategic financial planning.
Some key takeaways about DeSimone Investments, LLC include:
- Expert financial advice from highly experienced professionals
- Customized financial planning to fit the unique needs of each client
- Comprehensive approach to financial planning, considering all aspects of the client’s financial situation
- Commitment to helping clients achieve their financial goals and secure their futures
Facts and Insights
DeSimone Investments, LLC was founded in 2005 by John DeSimone, a highly experienced financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City and has helped numerous clients achieve financial success since its inception. As a financial advisor, DeSimone Investments, LLC offers various services to its clients, including retirement planning, investment management, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 16 years |
As of 2021, DeSimone Investments, LLC manages approximately $500 million in assets for its clients. This is a testament to the firm’s expertise and success in helping clients achieve their financial goals. The firm has a team of 6 highly experienced advisors who work closely with clients to develop personalized financial plans. DeSimone Investments, LLC has been in business for 16 years and continues to grow and adapt to the ever-changing financial landscape.
Financial Services Offered
DeSimone Investments, LLC offers a wide range of financial services to its clients, including:
- Retirement planning
- Investment management
- Estate planning
- Wealth management
- Tax planning
The firm takes a comprehensive approach to financial planning, taking into consideration all aspects of the client’s financial situation to develop a customized plan that aligns with their goals and objectives.
Client Types
DeSimone Investments, LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm’s expertise and personalized approach make it a top choice for clients seeking financial advice and planning.
Fees & Compensation
DeSimone Investments, LLC charges fees based on a percentage of assets under management. This fee structure aligns the firm’s interests with its clients’ interests, as the firm earns more as the client’s assets grow. This fee structure also ensures transparency and helps avoid potential conflicts of interest.
Background
Founder and lead advisor John DeSimone has over 25 years of experience in the financial industry. After working for numerous financial firms, John decided to start his own firm with the goal of providing clients with personalized, comprehensive, and transparent financial advice. The firm’s success is a reflection of John’s dedication and expertise in the field.
Financial Advisor Disclosures to Know
DeSimone Investments, LLC is a Registered Investment Advisor (RIA), meaning the firm is held to a fiduciary standard and is legally obligated to act in the best interests of its clients. Additionally, the firm has no disclosures or disciplinary actions on its record, indicating a clean disciplinary history.