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How does the advisor help clients – Key Takeaways:
DONATELLI & COULES FINANCIAL ADVISORS, LLC is a leading financial advisory firm that specializes in helping clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides a wide range of financial services and works with various client types to tailor their services to meet individual needs. Here are some key takeaways about how DONATELLI & COULES FINANCIAL ADVISORS, LLC helps their clients:
- Offers personalized financial advice
- Provides tailored solutions based on individual needs and goals
- Uses a comprehensive approach to financial planning
- Constantly monitors and adjusts clients’ portfolios to ensure they stay on track
- Offers ongoing financial education and support
Facts and Insights
DONATELLI & COULES FINANCIAL ADVISORS, LLC has been in business for over 20 years and has established a solid reputation for providing high-quality financial services. With a team of experienced and knowledgeable advisors, the firm has helped numerous clients achieve their financial goals and improve their financial well-being. Here are some key facts and insights about DONATELLI & COULES FINANCIAL ADVISORS, LLC:
- Founded in 1999
- Located in New York City
- Offers a wide range of financial services, including financial planning, investment management, and retirement planning
- Works with individuals, families, and businesses
- Committed to providing personalized and comprehensive financial advice
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20 | 21 years |
Financial Services Offered
DONATELLI & COULES FINANCIAL ADVISORS, LLC offers a comprehensive range of financial services to help clients achieve their financial goals and improve their financial well-being. These services include:
- Financial planning
- Investment management
- Retirement planning
- Wealth management
- Tax planning
- Estate planning
With a team of experienced and knowledgeable advisors, the firm provides tailored solutions that are specifically designed to meet the unique needs and goals of each individual client.
Client Types
DONATELLI & COULES FINANCIAL ADVISORS, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Businesses
- Retirees
- High net worth individuals
- And more
The firm understands that each client has unique financial needs and goals, and they strive to provide personalized solutions that cater to these specific needs.
Fees & Compensation
DONATELLI & COULES FINANCIAL ADVISORS, LLC operates on a fee-only model, which means they do not earn commissions for selling financial products. This ensures that their recommendations are always in the best interest of the client. The firm charges a percentage of assets under management as well as an annual retainer fee for financial planning services. The exact fees are discussed and agreed upon with each individual client before any services are rendered.
Background
DONATELLI & COULES FINANCIAL ADVISORS, LLC was founded in 1999 by financial experts Mike Donatelli and Chris Coules. With a combined experience of over 40 years in