How does the advisor help clients – Key Takeaways:
The Elisea Frishberg Advisory Group, L.L.C. offers financial expertise and guidance to their clients through their team of experienced professionals. They pride themselves on providing personalized solutions to help clients reach their individual financial goals.
Facts and Insights
The Elisea Fribserg Advisory Group, L.L.C. was founded in 1999 and is based in Newport Beach, California. They have been in the financial advisory business for over 20 years, and their team has a combined experience of over 50 years in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| | Amount |
| :———— |:————————– |
| Assets Under Management | $100 million |
| Number of Advisors | 5 |
| Time in Business | Over 20 years |
Financial Services Offered
The Elisea Frishberg Advisory Group offers a range of financial services to their clients, including investment management, retirement planning, tax planning, estate planning, and insurance.
Client Types
The group primarily serves individual clients, including high net worth individuals, as well as some institutional clients such as corporations and non-profit organizations.
Fees & Compensation
The Elisea Frishberg Advisory Group charges their clients a percentage of their assets under management as their fee. This fee structure ensures that the group is aligned with the success of their clients’ investments.
Background
Founder Elisea Frishberg has over 30 years of experience in the financial industry, including experience as a certified public accountant (CPA) and a certified financial planner (CFP). She leads a team of professionals who are highly knowledgeable and experienced in various areas of finance.
Financial Advisor Disclosures to Know
The Elisea Frishberg Advisory Group prides itself on transparency and ethical practices, and they have no record of any legal or disciplinary actions. They are registered with the Securities and Exchange Commission (SEC) and are held to a fiduciary standard, meaning they are required to act in their clients’ best interests at all times.
In conclusion, the Elisea Frishberg Advisory Group, L.L.C. provides personalized financial solutions to their clients through their experienced team and transparent practices. With a strong track record and a commitment to always acting in their clients’ best interests, the group is a reputable option for those seeking financial guidance.