How does the advisor help clients – Key Takeaways:
EUCLID INVESTMENT ADVISORY, LLC is dedicated to helping clients meet their financial goals by providing expert advice and personalized services. The firm is committed to building long-term relationships with their clients and providing them with the guidance and support they need to make informed financial decisions.
- Expert financial advice and personalized services
- Commitment to building long-term relationships with clients
- Dedication to providing guidance and support for informed financial decisions
Facts and Insights
EUCLID INVESTMENT ADVISORY, LLC was established in 2002 and is headquartered in New York City. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and offers a range of financial services to its clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 15 | 18 years |
Financial Services Offered
EUCLID INVESTMENT ADVISORY, LLC provides a comprehensive range of financial services to its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
- Asset allocation
Client Types
EUCLID INVESTMENT ADVISORY, LLC works with a diverse range of clients, including high net worth individuals, families, and institutions. The firm is committed to providing tailored financial solutions to each client based on their unique financial needs and goals.
Fees & Compensation
EUCLID INVESTMENT ADVISORY, LLC charges fees for its financial services based on a percentage of the client’s assets under management. This fee structure aligns the interests of the firm with that of its clients, as the firm’s compensation is tied to the success of its clients’ investments. The firm may also receive commissions from third parties for certain products or services recommended to clients.
Background
The founding members of EUCLID INVESTMENT ADVISORY, LLC have extensive experience in the financial industry and hold various professional designations, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). The team also includes a network of experts in areas such as tax, estate planning, and insurance to provide clients with comprehensive financial solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, EUCLID INVESTMENT ADVISORY, LLC has a fiduciary duty to act in the best interests of its clients. The firm is required to disclose any potential conflicts of interest and operate with full transparency. Clients should also be aware of any potential risks involved with their investments, which will be disclosed in writing by the firm.