How does the advisor help clients – Key Takeaways:
EQUISTAR WEALTH MANAGEMENT INC. provides comprehensive financial planning, investment management, and insurance services to help clients achieve their financial goals. They pride themselves on their personalized approach, taking the time to understand each client’s unique situation and tailoring their recommendations accordingly.
Their team of experienced financial advisors stays up to date on the latest market trends and industry changes, using that knowledge to provide effective strategies for wealth preservation and growth.
Facts and Insights:
Here are some key facts and insights about EQUISTAR WEALTH MANAGEMENT INC.:
- Founded in 2005
- Over $500 million in assets under management
- A team of 10 advisors with a combined experience of over 100 years in the industry
- Services clients in all 50 states and internationally
- Average account size is $1 million
- Focuses on long-term relationships with clients
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2005 | $500+ | 10 |
Financial Services Offered:
EQUISTAR WEALTH MANAGEMENT INC. offers a wide range of financial services to help clients achieve their goals, including:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Risk management
- Tax planning
Client Types:
EQUISTAR WEALTH MANAGEMENT INC. serves a diverse range of clients, including:
- High net worth individuals and families
- Business owners
- Professionals
- Retirees
- Young professionals
Fees & Compensation:
EQUISTAR WEALTH MANAGEMENT INC. operates on a fee-only structure, meaning they do not earn commissions from selling financial products. This eliminates potential conflicts of interest and ensures that their recommendations are in the best interest of their clients.
Their fees are based on a percentage of assets under management, with a range of 0.50-1.00% depending on the complexity of the client’s situation.
Background:
EQUISTAR WEALTH MANAGEMENT INC. was founded in 2005 by a team of experienced financial advisors with the goal of providing comprehensive financial planning and investment management services to clients. They have since grown to become a respected name in the industry, with over $500 million in assets under management and a team of 10 advisors with over 100 years of combined experience.
Financial Advisor Disclosures to Know:
EQUISTAR WEALTH MANAGEMENT INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, they have a fiduciary duty to act in the best interests of their clients at all times. They do not have any relevant disclosures on their record with the SEC or any state regulatory agencies.