The expert have strong expertise with a professional tone
How does the advisor help clients – Key Takeaways:
EisnerAmper Wealth Management & Corporate Benefits, LLC provides comprehensive financial advisory services to clients, including individual investors, business owners, and corporations.
Facts and Insights
Assets Under Management: As of 2021, EisnerAmper Wealth Management & Corporate Benefits, LLC manages over $4.5 billion in assets for their clients.
Number of Advisors: The firm has over 50 advisors available to assist clients with their financial needs.
Time in Business: EisnerAmper Wealth Management & Corporate Benefits, LLC has been in business since 1968, making them a well-established and trusted financial advisory firm.
Financial Services Offered
EisnerAmper Wealth Management & Corporate Benefits, LLC offers a range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types
EisnerAmper Wealth Management & Corporate Benefits, LLC works with a diverse range of clients, including high-net-worth individuals, retirees, business owners, and corporations.
Fees & Compensation
The fees for EisnerAmper Wealth Management & Corporate Benefits, LLC’s services are based on a percentage of assets under management. This fee structure aligns the advisor’s incentives with the client’s best interests.
Background
EisnerAmper Wealth Management & Corporate Benefits, LLC is a subsidiary of EisnerAmper LLP, one of the largest accounting and advisory firms in the US. This relationship allows the firm to provide clients with a unique combination of financial and accounting expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, EisnerAmper Wealth Management & Corporate Benefits, LLC has a fiduciary duty to act in the best interests of their clients. They have no disclosures listed on their SEC filing, indicating a clean track record.