How does the advisor help clients – Key Takeaways:
Eliason Wealth Management LLC is dedicated to providing expert financial guidance to their clients. They strive to help individuals and families achieve their financial goals and secure their financial future.
- Offers a wide range of financial services including investment management, retirement planning, estate planning, and more.
- Works with various types of clients, including high-net-worth individuals, business owners, and retirees.
- Transparent fee structure and a fiduciary duty to always act in the best interest of the client.
Facts and Insights
Here are some key insights and facts about Eliason Wealth Management LLC:
- Founded in 2005 by John Eliason with the mission to provide financial guidance that puts client needs first.
- Based in New York City and serves clients nationwide.
- Team of experienced financial experts with a wealth of knowledge and expertise in various financial areas.
- Focused on building long-term relationships with clients and providing personalized financial plans tailored to their specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Eliason Wealth Management LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Their services include:
- Investment management – creating and managing customized investment portfolios tailored to each client’s risk tolerance and financial goals.
- Retirement planning – helping clients save and invest for retirement and create a retirement income strategy.
- Estate planning – developing plans to manage and protect assets and ensure they are distributed according to the client’s wishes.
- Tax planning – minimizing taxes and optimizing tax strategies to help clients keep more of their hard-earned money.
- Insurance – offering a range of insurance products to protect clients and their families from financial risks.
Client Types
Eliason Wealth Management LLC works with various types of clients, including:
- High-net-worth individuals – individuals with a net worth of over $1 million.
- Business owners – helping business owners manage their personal and business finances and plan for the future.
- Retirees – providing guidance on how to best manage their retirement income and plan for their future financial needs.
Fees & Compensation
Eliason Wealth Management LLC operates on a fee-only basis, which means they do not receive any commissions for recommending certain investments or products. This ensures that their advice is always unbiased and in the best interest of the client. Their fees are based on a percentage of assets under management, with the exact fee determined by the complexity of the client’s financial situation.
Background
John Eliason, the founder and CEO of Eliason Wealth Management LLC, has over 25 years of experience in the financial industry. He holds a Bachelor’s and Master’s degree in Economics and is a Certified Financial Planner (CFP). He is also a member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA).
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), Eliason Wealth Management LLC is required to provide clients with certain disclosures. These include any potential conflicts of interest, fees and compensation, and any disciplinary actions or legal proceedings involving the company or its advisors. These disclosures are always provided upfront to ensure transparency and trust with clients.