How does the advisor help clients – Key Takeaways:
EisnerAmper Wealth Management & Corporate Benefits, LLC is a trusted financial advisory firm that provides individuals and businesses with comprehensive financial planning and investment management services. Their team of experienced professionals uses a personalized approach to help clients achieve their financial goals.
Facts and Insights
Below are some key facts and insights about EisnerAmper Wealth Management & Corporate Benefits, LLC:
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Assets Under Management, Number of Advisors and Time in Business
As of December 31, 2020, EisnerAmper Wealth Management & Corporate Benefits, LLC has total assets under management (AUM) of $3.2 billion. The firm has a total of 36 advisors and has been in business for over 20 years.
Financial Services Offered
EisnerAmper Wealth Management & Corporate Benefits, LLC offers a wide range of financial services to their clients, including:
- Personal financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance planning
- Business succession planning
- Corporate benefits consulting
Client Types
EisnerAmper Wealth Management & Corporate Benefits, LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Non-profit organizations
- Small and mid-sized businesses
Fees & Compensation
EisnerAmper Wealth Management & Corporate Benefits, LLC operates on a fee-only model, meaning they do not receive any commissions or kickbacks for recommending certain investments. Their fees are based on a percentage of AUM and are outlined in a clear and transparent manner.
Background
EisnerAmper Wealth Management & Corporate Benefits, LLC was founded in 2000 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) and operates as a subsidiary of EisnerAmper LLP, a leading advisory and accounting firm. The team at EisnerAmper Wealth Management & Corporate Benefits, LLC has a wide range of expertise and experience in the financial services industry, allowing them to provide clients with top-notch financial advice.
Financial Advisor Disclosures to Know
EisnerAmper Wealth Management & Corporate Benefits, LLC provides full disclosure on their website regarding any potential conflicts of interest or disciplinary actions taken against the firm or its advisors. This transparency allows clients to make informed decisions when choosing to work with the firm.