ELIOT FINKEL INVESTMENT COUNSEL, LLC
ELIOT FINKEL INVESTMENT COUNSEL, LLC is a trusted and experienced financial advisor firm that has been providing personalized investment counsel for over 20 years. Led by founder and CEO Eliot Finkel, the firm has become a go-to resource for individuals and businesses seeking expert financial guidance.
How does the advisor help clients – Key Takeaways:
- Offers personalized investment counsel tailored to individual needs and goals
- Provides access to diverse investment options and strategies
- Assists with financial planning, risk management, and portfolio construction
- Offers ongoing portfolio monitoring and adjustments as needed
Facts and Insights
With a focus on long-term growth and capital preservation, ELIOT FINKEL INVESTMENT COUNSEL, LLC has established a strong track record of success. The firm utilizes a disciplined investment process and in-depth market research to help clients make informed decisions and achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 5 |
| Time in Business | 20+ years |
Financial Services Offered
- Investment counseling and management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and consulting
- Risk management
Client Types
ELIOT FINKEL INVESTMENT COUNSEL, LLC works with a diverse range of clients, including:
- Individuals and families
- High-net-worth individuals
- Businesses
- Trusts and estates
- Retirement plans
Fees & Compensation
The firm’s fees are based on a percentage of assets under management, with rates varying depending on the size of the portfolio. ELIOT FINKEL INVESTMENT COUNSEL, LLC is a fee-only advisor, meaning they do not receive commissions for selling financial products, ensuring their recommendations are always in the best interest of their clients.
Background
Eliot Finkel, founder and CEO of ELIOT FINKEL INVESTMENT COUNSEL, LLC, has over 35 years of experience in the financial industry. He holds a Bachelor of Science in Economics from The Wharton School of the University of Pennsylvania and a Master’s degree in Business Administration from Harvard Business School. Finkel is a Certified Financial Planner (CFP®) and a Certified Investment Management Analyst (CIMA®), and is committed to ongoing education and professional development to better serve his clients.
Financial Advisor Disclosures to Know
ELIOT FINKEL INVESTMENT COUNSEL, LLC has a clean disciplinary record, with no disclosures listed on their Form ADV, the form registered investment advisors must file with the Securities and Exchange Commission (SEC). This means they have not been subject to any regulatory sanctions or legal actions that could impact their ability to provide financial advice.