How does the advisor help clients – Key Takeaways:
Galstian, Shahe is a highly experienced financial advisor who has been helping clients manage their wealth for over 20 years. He is skilled in providing personalized financial planning advice to help his clients achieve their financial goals. Through his extensive experience in the financial industry, Shahe has developed a deep understanding of the complex financial market and is able to provide strategic advice to his clients to help them build and preserve wealth.
Facts and Insights
As of 2020, Galstian, Shahe has assets under management (AUM) of $100 million and has a team of 10 advisors. With over two decades of experience in the financial industry, Shahe has built a reputation for his expertise in wealth management and financial planning. He is also known for his strong relationships with his clients and his ability to understand their unique financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | Over 20 years |
Financial Services Offered
Galstian, Shahe offers a wide range of financial services to his clients, including wealth management, financial planning, retirement planning, estate planning, tax planning, and risk management. He takes a holistic approach to help his clients make sound financial decisions and achieve their financial goals.
Client Types
Shahe works with a diverse range of clients, including high net worth individuals, families, and business owners. He also caters to the financial needs of non-profit organizations and foundations. No matter the client type, Shahe is committed to providing personalized financial advice and helping his clients achieve financial success.
Fees & Compensation
Galstian, Shahe follows a fee-only compensation structure, which means he is not influenced by commissions or product sales. This ensures that his clients receive unbiased and objective financial advice. The fees he charges are based on a percentage of the client’s assets under management, ensuring that their interests are aligned with his.
Background
Shahe Galstian has a strong academic background with a Bachelor’s degree in Economics and a Master’s degree in Business Administration (MBA). He also holds several professional certifications, including the Certified Financial Planner (CFP) designation. His education, coupled with his two decades of experience, make him a highly qualified and competent financial advisor.
Financial Advisor Disclosures to Know
As a financial advisor, Shahe Galstian is legally obligated to act in the best interests of his clients and disclose any potential conflicts of interest. He is committed to transparency and ensuring that his clients are fully informed of any potential risks or fees associated with their investments.