In this ever-changing financial landscape, having a trusted and knowledgeable expert by your side can make a significant difference in achieving your financial goals. EICHNER INVESTMENT PLANNING, LLC is a leading financial firm that prides itself on providing exceptional financial planning services to its clients. With a team of experienced financial experts and a wealth of resources at their disposal, EICHNER INVESTMENT PLANNING, LLC is committed to helping clients make sound financial decisions and build a secure future for themselves and their families.
How does the advisor help clients – Key Takeaways:
- EICHNER INVESTMENT PLANNING, LLC is a leading financial firm that offers exceptional financial planning services to its clients.
- Their team of experienced financial experts assists clients in making sound financial decisions and building a secure future.
- EICHNER INVESTMENT PLANNING, LLC has a wealth of resources at their disposal to provide comprehensive financial planning solutions.
Facts and Insights
EICHNER INVESTMENT PLANNING, LLC was founded in 2005 and has grown to become a trusted name in the financial industry. The company is headquartered in New York City and has multiple offices across the United States. Their team of financial experts has a combined experience of over 50 years in the field, providing clients with a high level of expertise and knowledge.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 15 years |
Financial Services Offered
EICHNER INVESTMENT PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and risk management. Their team works closely with each client to understand their unique needs and create a personalized financial plan that aligns with their goals.
Client Types
EICHNER INVESTMENT PLANNING, LLC serves a diverse group of clients, including high net worth individuals, business owners, professionals, and retirees. They understand that each client has different financial needs and goals, and strive to provide tailored solutions to meet their specific requirements.
Fees & Compensation
EICHNER INVESTMENT PLANNING, LLC operates on a fee-based compensation structure, which means their fees are based on a percentage of the assets under their management. This ensures that their interests are aligned with their clients, as their compensation is directly tied to the performance of their clients’ investments.
Background
The founder and CEO of EICHNER INVESTMENT PLANNING, LLC, John Eichner, is a highly experienced and respected financial advisor with over 25 years of experience in the industry. He is a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA), showcasing his commitment to upholding the highest standards in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, EICHNER INVESTMENT PLANNING, LLC has a fiduciary duty to act in the best interest of their clients. They are transparent and upfront about their fees and any potential conflicts of interest. They also have a strict code of ethics and adhere to all regulations set by the Securities and Exchange Commission (SEC).