How does the advisor help clients – Key Takeaways:
As a leading financial advisory firm, GENUINE WEALTH ADVISORS, LLC provides expert guidance and financial strategies to help clients achieve their financial goals. The firm is committed to providing personalized and comprehensive financial planning services to individuals, families, and businesses.
With their team of experienced advisors, GENUINE WEALTH ADVISORS, LLC is dedicated to helping clients navigate through the complexities of the financial world and make informed decisions about their money. They offer a wide range of services tailored to each client’s unique needs, including investment management, retirement planning, estate planning, and tax planning.
Facts and Insights
Here are some key facts and insights about GENUINE WEALTH ADVISORS, LLC:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered
GENUINE WEALTH ADVISORS, LLC offers a wide range of financial services to individuals and businesses, including:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Business Succession Planning
Client Types
GENUINE WEALTH ADVISORS, LLC works with the following types of clients:
- High Net Worth Individuals
- Business Owners and Entrepreneurs
- Corporate Executives
- Retirees
- Families
- Non-Profit Organizations
Fees & Compensation
GENUINE WEALTH ADVISORS, LLC follows a fee-only compensation structure, which means they do not earn any commissions or fees from financial products they recommend. This ensures that their clients receive unbiased and objective advice that is in their best interest. The firm’s fees are based on a percentage of assets under management and may vary based on the complexity of the services provided.
Background
Founded in 2005, GENUINE WEALTH ADVISORS, LLC has been providing comprehensive financial planning services for over 15 years. The firm is headquartered in New York City and serves clients across the United States. The team at GENUINE WEALTH ADVISORS, LLC consists of highly qualified financial advisors who have extensive experience in the industry and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, GENUINE WEALTH ADVISORS, LLC is regulated by the Securities and Exchange Commission (SEC), and is required to abide by strict rules and regulations to protect their clients’ interests. The firm has a fiduciary duty to act in their clients’ best interest and must disclose any potential conflicts of interest.