How Does the Advisor Help Clients – Key Takeaways:
DOXA Advisors, LLC is a highly reputable financial advisory firm that provides personalized and comprehensive financial services to its clients. With a team of experienced and knowledgeable financial experts, the firm is dedicated to helping individuals, families, and businesses achieve their financial goals.
- DOXA Advisors, LLC offers a wide range of financial services that are tailored to each client’s unique needs and goals.
- The firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
- The team at DOXA Advisors, LLC is committed to providing transparent and unbiased advice, acting in the best interest of their clients.
Facts and Insights
Founded in 2005, DOXA Advisors, LLC has over 16 years of experience in the financial advisory industry. The firm is headquartered in New York City and has a team of over 50 financial advisors serving clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 50+ | 16+ years |
Financial Services Offered
DOXA Advisors, LLC offers a wide range of financial services, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
- Business planning
- Employee benefits planning
Client Types
DOXA Advisors, LLC serves a diverse client base, including:
- Individuals and families
- Business owners
- C-level executives
- Non-profit organizations
Fees & Compensation
DOXA Advisors, LLC operates on a fee-only model, which means they do not earn commissions or receive any compensation from third parties. This ensures that their recommendations are unbiased and in the best interest of their clients. The firm’s fees are based on a percentage of a client’s assets under management.
Background
DOXA Advisors, LLC was founded by a team of experienced financial professionals with a shared goal of providing personalized and unbiased financial advice to clients. The firm’s advisors have a diverse range of backgrounds and expertise, allowing them to offer a well-rounded perspective on financial matters.
Financial Advisor Disclosures to Know
As a registered investment advisor, DOXA Advisors, LLC is held to a high fiduciary standard, meaning they are legally required to act in the best interest of their clients. As such, the firm has minimal disclosures, with no disciplinary actions or conflicts of interest.