About EKSTRAND FINANCIAL LLC
Headquartered in New York City, EKSTRAND FINANCIAL LLC is a leading financial advisory firm that provides expert guidance and assistance to clients seeking to achieve their financial goals. With a team of experienced advisors, EKSTRAND FINANCIAL LLC offers a wide range of financial services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and guidance
- Customized financial planning
- Comprehensive portfolio management
- Access to a wide range of financial products and services
Facts and Insights
Since its establishment in 2005, EKSTRAND FINANCIAL LLC has been consistently providing top-notch financial services to its clients. The firm’s success can be attributed to its team of knowledgeable and experienced advisors who are well-versed in the ever-changing financial landscape. EKSTRAND FINANCIAL LLC stays up-to-date with market trends and uses this knowledge to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered
EKSTRAND FINANCIAL LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
EKSTRAND FINANCIAL LLC serves a variety of clients, including:
- Individuals
- Families
- Businesses
Fees & Compensation
At EKSTRAND FINANCIAL LLC, the fees and compensation structure is based on a percentage of assets under management. This helps align the firm’s interests with those of its clients. The fees are calculated on a tiered schedule, which means that the more assets a client has under management, the lower the percentage charged.
Background
The founder and CEO of EKSTRAND FINANCIAL LLC, John Ekstrand, has over 20 years of experience in the financial industry. He started the firm with a vision to provide unbiased and personalized financial advice to clients to help them achieve their financial goals. Under his leadership, the firm has grown to become a trusted name in the industry.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. At EKSTRAND FINANCIAL LLC, the advisors are committed to transparency and always act in the best interest of their clients. The firm has a fiduciary duty to its clients, meaning that it must always prioritize their needs above its own. Additionally, the firm has no disciplinary disclosures, ensuring that clients can trust their financial advisors to provide unbiased and ethical advice.