How does the advisor help clients – Key Takeaways:
With over 20 years of experience in the financial industry, EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC offers a wide range of financial services to help clients achieve their financial goals. Their team of expert advisors provides personalized and comprehensive financial guidance to individuals, families, and businesses.
Some key takeaways of how EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC helps clients include:
- Providing tailored financial plans based on each client’s unique needs and goals.
- Offering a diverse range of financial services, including investment planning, retirement planning, insurance, and tax planning.
- Constantly monitoring and adjusting clients’ portfolios to ensure they align with their changing financial circumstances and market trends.
- Educating clients on financial strategies and concepts to empower them to make informed decisions about their money.
Facts and Insights
Here are some facts and insights about EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC:
- Founded in 2001, the company has been in business for over 20 years.
- They have over 100 advisors across multiple locations, providing personal and virtual services to clients.
- Their team collectively manages over $1 billion in assets under management (AUM) for their clients.
- EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC has received numerous accolades and recognition for their financial services, including being named one of the top 100 Financial Advisors by Forbes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion+ | 100+ | 20+ years |
Financial Services Offered
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC offers a wide range of financial services to help clients reach their financial goals. These services include but are not limited to:
- Investment planning
- Retirement planning
- Insurance
- Tax planning
- Estate planning
- Education planning
- Business and succession planning
Client Types
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC caters to a diverse range of clients, including:
- Individuals
- Families
- Business owners
- Corporate executives
- Retirees
- High net worth individuals
Fees & Compensation
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC charges a fee based on a percentage of a client’s assets under management. This means that as the client’s portfolio value increases, the advisor’s fee also increases, providing an incentive for the advisor to help the client grow their investments. They also offer hourly rates for specific financial services such as consultations or financial planning. For insurance products, they may receive commissions from insurance companies. Clients are always fully disclosed about fees and compensation before engaging in any services.
Background
EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC was founded in 2001 by a team of experienced financial advisors with a common goal of helping individuals and businesses achieve their financial objectives. With their comprehensive approach and personalized services, they have built a reputation for being a trusted and reliable financial management company.
Financial Advisor Disclosures to Know
As with any financial advisory firm, it is essential to be aware of a few potential downsides to working with EMPIRE FINANCIAL MANAGEMENT COMPANY, LLC: