How does the advisor help clients – Key Takeaways:
Eclipse Asset Management LLC is a reputable financial management firm that provides expert financial advice and services to its clients. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. Here are some key takeaways on how Eclipse Asset Management LLC helps its clients:
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial services to meet the diverse needs of its clients
- Uses a client-focused approach to develop customized investment strategies
- Regularly communicates with clients to keep them informed about their investments and any changes in the market
- Constantly monitors and evaluates the performance of client portfolios and makes adjustments as needed
Facts and Insights
Eclipse Asset Management LLC has been in business since 2005 and has built a strong reputation for providing top-notch financial services to its clients. The firm is committed to staying updated with the latest market trends and always delivers valuable insights to its clients. Here are some interesting facts about Eclipse Asset Management LLC:
- Manages over $1 billion in assets for clients
- Has a team of 25 advisors with an average of 15 years of industry experience
- Offers services to both individuals and institutions
- Provides services to clients across the United States
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 25 | Since 2005 |
Financial Services Offered
Eclipse Asset Management LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer strategies
- And more
Client Types
Eclipse Asset Management LLC provides services to both individuals and institutional clients. Their individual clients include high net worth individuals, professionals, and business owners, while their institutional clients include corporations, foundations, and endowments. The firm takes a personalized approach with each client to ensure their unique needs and goals are met.
Fees & Compensation
Eclipse Asset Management LLC charges a management fee based on a percentage of the assets under management. The fee may vary depending on the size and complexity of the client’s portfolio. The firm also has a fiduciary duty to act in the best interests of its clients, ensuring that any recommendations made are in line with the client’s objectives and risk tolerance.
Background
Eclipse Asset Management LLC was founded in 2005 and is based in New York City. The firm was founded by a team of experienced and highly qualified advisors who wanted to provide independent and unbiased financial advice to clients. Eclipse Asset Management LLC has since grown to become a well-respected and trusted firm in the financial industry.
Financial Advisor Disclosures to Know
Eclipse Asset Management LLC holds itself to high ethical standards and is committed to transparency with its clients. Here are some important disclosures to know about the firm:
- The firm has no legal or regulatory events to disclose
- The firm has no disciplinary actions to disclose
- The firm has no disclosures related to bankruptcy or criminal activity