How does the advisor help clients – Key Takeaways:
When working with clients, EK&A acts as a trusted financial expert, providing personalized and comprehensive financial services. Their approach is centered on building strong relationships with their clients to truly understand their goals and needs. Through extensive knowledge and experience in the industry, EK&A is able to effectively guide clients towards financial success.
Facts and Insights
Founded in 2005, EK&A has over 15 years of experience in the financial services industry. They are headquartered in New York City and have a team of 20 experienced financial advisors. EK&A prides itself on being a leading financial advisory firm, with a focus on providing top-notch service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 20 | 15 years |
Financial Services Offered
At EK&A, clients have access to a wide range of financial services, including investment management, retirement planning, tax planning, estate planning, and insurance planning. EK&A also offers specialized services for business owners and corporate executives, such as business succession planning and executive compensation strategies.
Client Types
EK&A caters to a diverse range of clients, including high-net-worth individuals, business owners, corporate executives, and retirees. They also work with families and individuals who are looking to build and preserve their wealth for future generations.
Fees & Compensation
EK&A operates on a fee-based compensation structure, which means they are not compensated based on the products they sell. This allows them to act in the best interest of their clients and provide unbiased financial advice. Their fees are based on a percentage of the assets under management, ensuring that their goals are aligned with those of their clients.
Background
The team at EK&A is made up of highly qualified financial experts, with backgrounds in finance, accounting, and law. They have a deep understanding of the complex financial landscape and stay up-to-date with the latest industry trends and regulations. EK&A is dedicated to constantly enhancing their knowledge and expertise to better serve their clients.
Financial Advisor Disclosures to Know
When working with clients, EK&A adheres to strict ethical and legal standards. As required by law, they disclose any potential conflicts of interest and always act in the best interest of their clients. EK&A upholds a strong commitment to transparency and honesty in all their client relationships.