How does the advisor help clients – Key Takeaways:
Eliot Finkel Investment Counsel, LLC is a reputable financial advisory firm that provides expert guidance and services to its clients. The firm offers a wide range of financial services to individuals, families, and institutions. They have a team of experienced advisors who are dedicated to helping clients achieve their financial goals and secure their future.
Facts and Insights
Incorporated in 2010, Eliot Finkel Investment Counsel, LLC has been in the business of providing financial advice and services for over a decade. Their team of advisors has a combined experience of over 50 years in the industry, making them well-equipped to handle complex financial situations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
Eliot Finkel Investment Counsel, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
The firm provides services to a wide range of clients, including affluent individuals, families, and institutional investors. They have the expertise to work with clients of all ages and financial backgrounds, from young professionals to retirees. They also have experience in working with endowments, foundations, and other institutional clients.
Fees & Compensation
Eliot Finkel Investment Counsel, LLC is a fee-only firm, which means they do not earn commissions from financial products or services. Instead, they charge a percentage of the client’s assets under management as their compensation. This fee structure ensures that the advisors’ interests are aligned with those of their clients.
Background
The founder, Eliot Finkel, has over 30 years of experience in the financial industry. He holds a Master’s in Business Administration from Harvard University and is a Certified Financial Planner (CFP®). He has assembled a team of advisors with diverse backgrounds and expertise, making them capable of providing well-rounded financial advice to clients.
Financial Advisor Disclosures to Know
Eliot Finkel Investment Counsel, LLC has a clean record, with no disclosures or disciplinary actions from regulatory agencies. This is a testament to their commitment to ethical and transparent practices in their dealings with clients.