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How does the advisor help clients – Key Takeaways:
Edelstein Wealth Management, LLC is a team of trusted financial advisors who are committed to helping their clients achieve their financial goals. They provide personalized and comprehensive financial solutions that are tailored to the unique needs and objectives of each individual client.
Their expert guidance and strategic planning help clients navigate through the complexities of the financial world and make informed decisions for a secure and prosperous future.
- Highly experienced and knowledgeable financial advisors
- Personalized and comprehensive financial solutions for each client
- Expert guidance and strategic planning for a secure and prosperous future
Facts and Insights
Edelstein Wealth Management, LLC has been in business for over 10 years and has established a strong reputation in the financial industry. The following table provides an overview of their assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 8 | 10+ years |
Financial Services Offered
Edelstein Wealth Management, LLC offers a wide range of financial services to help clients achieve their financial goals. They specialize in investment management, retirement planning, tax planning, and estate planning. They also offer insurance and risk management services. Their team of experienced advisors work together to provide comprehensive and customized solutions for each client’s unique financial needs.
Client Types
Edelstein Wealth Management, LLC serves a diverse range of clients, including individuals, families, small business owners, and high-net-worth individuals. They also cater to institutions such as corporations, foundations, and endowments. Their wide range of expertise and services allows them to provide solutions for clients at every stage of their financial journey.
Fees & Compensation
Edelstein Wealth Management, LLC charges fees based on a percentage of assets under management. This fee structure ensures that their interests are aligned with those of their clients. They have a transparent fee policy and do not charge any hidden or additional fees.
Background
Edelstein Wealth Management, LLC was founded in 2009 by and is headquartered in New York City. Their team of expert advisors has decades of combined experience in the financial industry and come from diverse backgrounds, which allows them to offer a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, Edelstein Wealth Management, LLC is committed to upholding the highest ethical standards and practices in the industry. They have a fiduciary duty to act in the best interests of their clients at all times and fully disclose any potential conflicts of interest. They are also required to disclose any disciplinary actions or legal proceedings against the firm or its advisors.