How does the advisor help clients – Key Takeaways:
EMPIRE VIEW ADVISORS is a financial advisor firm founded in 2005 that offers a range of financial services to its clients. They prioritize personalized attention and collaboration to help clients achieve their financial goals. With a team of experienced advisors and a comprehensive range of services, they are dedicated to providing expert financial guidance to their clients.
Facts and Insights
Here are some key facts and insights about EMPIRE VIEW ADVISORS:
| Assets Under Management | $2.3 billion |
|---|---|
| Number of Advisors | 18 |
| Time in Business | 16 years |
Financial Services Offered
EMPIRE VIEW ADVISORS offers a comprehensive range of financial services to its clients, including:
- Financial planning
- Investment management
- Wealth management services
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
Client Types
EMPIRE VIEW ADVISORS works with a diverse range of clients, including individuals, families, and businesses. They also offer specialized services for high-net-worth individuals and corporate clients.
Fees & Compensation
EMPIRE VIEW ADVISORS charges a fee based on a percentage of the assets under management. This is a common fee structure in the financial advisory industry and ensures that the advisor’s interests are aligned with the clients’ best interests. They are transparent about their fees and provide a detailed breakdown to their clients.
Background
EMPIRE VIEW ADVISORS was founded in 2005 by a team of experienced financial advisors with backgrounds in finance, accounting, and economics. They have built a reputation for providing expert financial guidance to their clients and have a loyal client base that continues to grow.
Financial Advisor Disclosures to Know
EMPIRE VIEW ADVISORS is a registered investment advisor with the Securities and Exchange Commission (SEC) and is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. They have a clean record with no disciplinary actions or regulatory sanctions.