How does the advisor help clients – Key Takeaways:
The primary objective of Explorer Equity Group, LLC is to provide comprehensive financial solutions to its clients. The firm focuses on building long-term relationships with its clients and helping them achieve their financial goals. With a team of experienced and knowledgeable advisors, Explorer Equity Group, LLC offers a wide range of financial services to help clients with their investments and financial planning.
Facts and Insights
Explorer Equity Group, LLC was founded in 2005 and is headquartered in New York, with additional offices in California and Florida. The firm currently manages over $3 billion in assets and has a team of 50 advisors to cater to the needs of its clients.
The firm primarily serves high-net-worth individuals and families, as well as foundations and endowments. However, it also works with individual investors seeking financial advice and guidance.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50 | $3 billion |
Financial Services Offered
Explorer Equity Group, LLC offers a wide range of financial services to its clients. These services include:
- Investment management
- Financial planning
- Tax planning and management
- Retirement planning
- Estate planning
- Risk management
The firm aims to create customized financial plans for each client, taking into consideration their unique financial goals, risk tolerance, and time horizon.
Client Types
Explorer Equity Group, LLC primarily serves high-net-worth individuals and families, as well as foundations and endowments. However, the firm also works with individual investors seeking financial advice and guidance.
Fees & Compensation
The fee structure at Explorer Equity Group, LLC varies depending on the services provided. For investment management services, the firm charges a percentage of assets under management. For financial planning services, the fee is based on an hourly rate or a flat fee. The firm may also receive compensation in the form of commissions for certain insurance products. All fees and compensation are disclosed to clients beforehand to ensure transparency.
Background
The team at Explorer Equity Group, LLC is made up of experienced and knowledgeable advisors with diverse backgrounds in finance and investments. The firm prides itself on its expertise in the markets, as well as its ability to understand and cater to the unique needs of its clients.
Financial Advisor Disclosures to Know
Explorer Equity Group, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). The firm does not have any disclosures or disciplinary actions on its record, as it is committed to upholding the highest ethical standards in all its interactions with clients.