How does the advisor help clients – Key Takeaways:
Edman Global Investment Management LLC offers a variety of financial services to help clients achieve their investment goals. Through their expertise and experience, they provide personalized and comprehensive strategies to meet the unique needs of each client.
Facts and Insights
Here are some key facts and insights about Edman Global Investment Management LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
With a strong track record and a team of skilled advisors, Edman Global Investment Management LLC has established itself as a reliable and trusted partner for clients seeking financial guidance.
Financial Services Offered
Edman Global Investment Management LLC offers a wide range of financial services, including:
- Wealth management
- Investment planning
- Estate planning
- Retirement planning
- Tax planning
Their team of experts utilizes a comprehensive approach, taking into consideration all aspects of a client’s financial situation to develop a personalized plan that aligns with their goals and objectives.
Client Types
Edman Global Investment Management LLC works with a diverse range of clients, including individuals, families, and businesses. They specialize in serving high net worth individuals, but also cater to those with more modest investment portfolios.
Fees & Compensation
Edman Global Investment Management LLC operates on a fee-based structure, which means their compensation is based on a percentage of the assets they manage for their clients. This fee structure ensures that their advisors have the client’s best interests in mind, as their compensation is directly tied to the success of their investments.
Background
Edman Global Investment Management LLC was founded in 2006 by John Edman, a seasoned financial expert with over 25 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients nationwide.
Financial Advisor Disclosures to Know
As a reputable and ethical financial advisory firm, Edman Global Investment Management LLC has no legal or regulatory disclosures to report. They adhere to strict industry standards and regulations to ensure transparency and trust with their clients.