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How does the advisor help clients – Key Takeaways:
As a trusted financial expert, EVERCORE WEALTH MANAGEMENT, LLC offers expert financial advice and customized solutions to help clients reach their financial goals. With a professional approach and a strong commitment to client satisfaction, the firm is dedicated to delivering exceptional service and results.
Facts and Insights
The following table showcases key details about EVERCORE WEALTH MANAGEMENT, LLC:
| Assets Under Management: | $9.3 billion (as of 2020) |
|---|---|
| Number of Advisors: | More than 60 (as of 2020) |
| Time in Business: | Since 2009 |
Financial Services Offered
EVERCORE WEALTH MANAGEMENT, LLC offers a comprehensive range of financial services, including but not limited to:
- Investment management
- Tax planning and management
- Estate planning
- Retirement planning
- Education planning
- Insurance planning
- Business planning
- Charitable giving
Client Types
The firm serves a diverse client base, including individuals, families, businesses, and charitable organizations. Their services are tailored to meet the specific needs and goals of each individual or entity.
Fees & Compensation
EVERCORE WEALTH MANAGEMENT, LLC operates on a fee-only basis, meaning their compensation is solely based on the fees clients pay for their services. They have a transparent fee structure which is discussed and agreed upon before any services are rendered. This ensures that clients are aware of all fees involved and there are no hidden costs.
Background
The firm was founded in 2008 and has since grown to be a leader in the financial services industry. Their team of experienced and knowledgeable advisors have a combined experience of over 100 years in the industry. They are dedicated to continuously improving and providing their clients with top-notch financial advice and solutions.
Financial Advisor Disclosures to Know
As a regulated and registered firm, EVERCORE WEALTH MANAGEMENT, LLC is committed to transparency and ethical practices. They adhere to all regulatory guidelines and disclose all relevant information to their clients. Some important disclosures to be aware of include:
- Disclosure of fees and compensation
- Disclosure of potential conflicts of interest
- Disclosure of any disciplinary actions or complaints against the firm or its advisors