How does the advisor help clients – Key Takeaways:
GERALD BUTRIMOVITZ WEALTH ADVISORY is a financial advisory firm that provides expert guidance to clients in managing their wealth. Through their comprehensive financial services, the advisor assists clients in achieving their financial goals and securing their financial future.
Facts and Insights:
With years of experience in the industry, GERALD BUTRIMOVITZ WEALTH ADVISORY has become a reputable and trusted source of financial advice. The firm is committed to providing personalized and tailored solutions to meet the unique needs of each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 15 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
- Individuals
- High-net-worth individuals
- Business owners
- Families
Fees & Compensation:
GERALD BUTRIMOVITZ WEALTH ADVISORY charges a percentage of assets under management as their fees. This fee structure ensures that the advisor’s interests are aligned with those of the client, as their compensation is directly tied to the performance of the client’s investments.
Background:
GERALD BUTRIMOVITZ is the founder and CEO of GERALD BUTRIMOVITZ WEALTH ADVISORY. He has over 20 years of experience in the financial industry and is a Certified Financial Planner (CFP). He is dedicated to providing his clients with the highest level of financial expertise and personalized service.
Financial Advisor Disclosures to Know:
- GERALD BUTRIMOVITZ is a fiduciary, meaning he is legally obligated to act in the best interests of his clients.
- The firm has no disclosures or disciplinary actions on record.
- The advisor may receive commissions from certain products or services recommended to clients.
- GERALD BUTRIMOVITZ WEALTH ADVISORY is a fee-only firm, meaning they do not earn commissions on investment products.