How does the advisor help clients – Key Takeaways:
EDEN ADVISORY SERVICES, LLC is a highly experienced and knowledgeable financial advisory firm that assists its clients in achieving their financial goals. The firm provides a variety of financial services and caters to different types of clients. They are transparent about their fees and compensation, and have a strong background in the financial industry.
Facts and Insights
EDEN ADVISORY SERVICES, LLC was founded in 2005 by a team of financial experts. The firm is based in New York and has since helped numerous clients achieve financial success. Their team consists of highly qualified and experienced advisors who are dedicated to providing personalized financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 15 years |
With half a billion dollars under management, EDEN ADVISORY SERVICES, LLC has proven their ability to effectively manage their clients’ assets. The 15 advisors at the firm bring a wealth of knowledge and expertise to the table, and together have over 15 years of experience in the financial industry.
Financial Services Offered
EDEN ADVISORY SERVICES, LLC offers a wide range of financial services to help clients achieve their financial goals. These include investment planning, retirement planning, estate planning, tax planning, and risk management. They also provide advice on insurance and real estate investments.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and businesses of all sizes. They understand that each client has unique financial needs and goals, and they tailor their services to meet those specific requirements.
Fees & Compensation
EDEN ADVISORY SERVICES, LLC believes in complete transparency when it comes to fees and compensation. They charge a percentage of assets under management as their fee, and this is typically lower than the industry average. They do not receive any commissions for recommending specific investments, ensuring that their clients’ best interests are always the top priority.
Background
The team at EDEN ADVISORY SERVICES, LLC comes from diverse backgrounds, with each member bringing a unique set of skills and experiences to the table. They are committed to staying updated on the latest industry trends and developments, and constantly improving their knowledge and expertise to better serve their clients.
Financial Advisor Disclosures to Know
EDEN ADVISORY SERVICES, LLC adheres to all regulatory requirements, and their advisors have no disciplinary actions or disclosures on their record. This demonstrates the firm’s commitment to maintaining the highest ethical and professional standards in the industry.