How does the advisor help clients – Key Takeaways:
ELLSWORTH ADVISORS, LLC is a premier financial advisory firm that offers a wide range of services to its clients. With a team of experienced financial experts, ELLSWORTH ADVISORS, LLC provides customized solutions to help clients achieve their financial goals and ensure their long-term financial security.
Some of the key takeaways of working with this financial advisor include:
- Personalized financial planning and investment management services
- Expert guidance and advice from experienced financial professionals
- Comprehensive analysis of clients’ financial situation to create a tailored plan
- Proven track record of helping clients achieve their financial goals
Facts and Insights:
Here are some key numbers and insights about ELLSWORTH ADVISORS, LLC:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
These numbers highlight the solid foundation and extensive experience of this financial advisory firm, making it a reliable and trusted partner for clients.
Financial Services Offered:
ELLSWORTH ADVISORS, LLC offers a wide range of financial services to its clients, including:
- Personalized financial planning
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance and risk management
With a holistic approach to financial planning, ELLSWORTH ADVISORS, LLC helps clients achieve their short-term and long-term financial goals while minimizing risk and maximizing returns.
Client Types:
This financial advisory firm caters to a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Professionals
- Retirees
- Families
This diverse client base is a testament to the expertise and ability of ELLSWORTH ADVISORS, LLC to cater to the unique needs and goals of each individual or family.
Fees & Compensation:
ELLSWORTH ADVISORS, LLC follows a fee-only compensation model, meaning their fees are based on a percentage of assets under management. This ensures that the financial advisors’ interests are aligned with their clients’ and they are not motivated by commissions or sales.
The annual fee typically ranges from 0.75% to 1.25%, depending on the amount of assets under management. This fee structure is transparent and straightforward, ensuring clients know exactly what they are paying for the services they receive.
Background:
ELLSWORTH ADVISORS, LLC was founded in 1995 by John Ellsworth, a seasoned financial expert with over 30 years of experience in the industry. Under his leadership, the firm has grown and expanded its services, earning a reputation as a trusted and reliable financial advisor.
The firm’s team of financial advisors has diverse backgrounds and experience, allowing them to offer clients a wide range of expertise and perspectives. Together, they work towards the common goal of helping clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know:
As with any financial advisor, it is important to be aware of any potential conflicts of interest or disclosures that may impact the advice and services provided. Here are some important disclosures to know about ELLSWORTH ADVISORS, LLC:
- This firm is a registered investment advisor (RIA) and has a fiduciary duty to act in their clients’ best interests at all times.
- The firm may receive compensation from third-party providers for recommending their products or services to clients.
- The firm has no legal or disciplinary actions on record.
It is always recommended to thoroughly research and understand a financial advisor’s disclosures before working with them.