About EM LEADERS, LLC
EM LEADERS, LLC is a leading financial advisory firm that specializes in providing expert financial advice to its clients. With a team of highly qualified and experienced financial experts, EM LEADERS, LLC has a track record of helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- EM LEADERS, LLC has a team of highly qualified and experienced financial experts who can provide expert financial advice to clients.
- The firm has a proven track record of helping clients achieve their financial goals.
- EM LEADERS, LLC offers a wide range of financial services to meet the diverse needs of its clients.
- The firm caters to different client types, including individuals, families, and businesses.
- EM LEADERS, LLC has a transparent fee and compensation model for its services.
- The firm ensures full disclosure of all financial advisor information to clients.
Facts and Insights
EM LEADERS, LLC has been in business for over 10 years and has established a strong reputation in the financial advisory industry. The firm has a team of over 50 advisors who are experts in their respective fields. Their expertise and experience allow them to provide sound financial advice and help clients make well-informed decisions to achieve their financial goals. EM LEADERS, LLC has a long history of helping clients navigate the complex and ever-changing financial landscape.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 50+ | 10+ years |
Financial Services Offered
EM LEADERS, LLC offers a wide range of financial services to cater to the diverse needs of its clients. Some of the key services offered by the firm include:
- Financial planning and wealth management
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance services
Client Types
EM LEADERS, LLC caters to different types of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
EM LEADERS, LLC has a transparent fee and compensation structure for its clients. The firm charges a percentage of the assets under management as its fee, which may vary depending on the services provided. Additionally, they may also charge a one-time or ongoing consulting fee for specific services. The firm ensures full disclosure of all fees and compensation to clients.
Background
Founded in 2009, EM LEADERS, LLC is a privately-owned financial advisory firm headquartered in New York City. The firm has a team of over 50 advisors with a wealth of experience in the financial industry. EM LEADERS, LLC is committed to providing personalized and comprehensive financial solutions to its clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, EM LEADERS, LLC is required to make certain disclosures to clients. Some of the key disclosures include:
- Registration status as an investment advisor
- Any disciplinary actions taken against the firm or its employees
- Details of the firm’s code of ethics and business practices