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How does the advisor help clients – Key Takeaways:
GODEL SOUL LLC provides comprehensive financial planning and investment management services to their clients. Their team of experienced advisors uses their expertise to help clients achieve their financial goals and manage their assets effectively. They focus on understanding the unique needs and goals of each client and creating customized solutions to help them succeed.
Facts and Insights
GODEL SOUL LLC was founded in 2008 and is based in New York City. They have a team of 5 advisors who manage approximately $500 million in assets. They serve a diverse group of clients, ranging from high-net-worth individuals to corporations and institutional clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2008 | 5 | $500 million |
Financial Services Offered
GODEL SOUL LLC offers a wide range of financial services, including financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. They take a holistic approach to financial planning, incorporating all aspects of a client’s financial life to create a comprehensive plan that meets their individual needs.
Client Types
GODEL SOUL LLC serves a diverse group of clients, including high-net-worth individuals, corporations, and institutional clients. They believe that everyone deserves access to quality financial advice and work with clients at all stages of their financial journey.
Fees & Compensation
GODEL SOUL LLC charges a fee based on a percentage of assets under management. This fee structure aligns their interests with their clients’ and ensures that they are always working in their clients’ best interests. They strive to keep fees transparent and reasonable, and there are no hidden costs or commissions.
Background
The team at GODEL SOUL LLC is comprised of experienced and knowledgeable financial advisors with backgrounds in finance, accounting, and law. They are committed to continuing education and staying current with the ever-changing financial landscape to provide the best possible guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, GODEL SOUL LLC is held to a fiduciary standard, meaning they have a legal responsibility to act in their clients’ best interests. They have no conflicts of interest or incentives to recommend certain investments, and they disclose any potential conflicts to their clients upfront.