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How does the advisor help clients – Key Takeaways:
GOSHEN CAPITAL LLC offers a wide range of financial services to help clients achieve their financial goals. Their approach is centered on building long-term relationships and providing personalized solutions that align with the unique needs of each client. Their team of experienced advisors prioritize communication and transparency, ensuring that clients are informed and involved every step of the way. By taking a holistic approach to financial planning, GOSHEN CAPITAL LLC creates comprehensive strategies that can evolve with the changing needs and circumstances of their clients.
Facts and Insights:
GOSHEN CAPITAL LLC was founded in 2005 and is headquartered in New York City. As of 2021, the firm has $500 million in assets under management and employs a team of 10 advisors. With over 15 years of experience in the financial industry, GOSHEN CAPITAL LLC has gained valuable insights and expertise in navigating the ever-changing market trends and economic landscape.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
GOSHEN CAPITAL LLC offers a comprehensive range of financial services, including investment management, retirement planning, tax planning, estate planning, and risk management. They also provide tailored solutions for business owners, such as corporate retirement planning and succession planning. Each service is designed to address the specific financial goals and needs of their clients.
Client Types:
GOSHEN CAPITAL LLC serves a diverse range of clients, including individuals, families, small business owners, and high net worth individuals. They also specialize in working with clients who are going through major life transitions, such as retirement, divorce, or inheritance.
Fees & Compensation:
GOSHEN CAPITAL LLC operates on a fee-only structure, meaning they do not receive commissions for recommending specific investments. This aligns their interests with their clients and ensures they are providing unbiased advice. Fees are based on a percentage of assets under management and may vary depending on the complexity of a client’s financial situation.
Background:
The team at GOSHEN CAPITAL LLC is made up of experienced and qualified financial professionals with diverse backgrounds, including CFP® professionals, CPAs, and MBAs. They bring a wealth of knowledge and expertise to the firm and are committed to ongoing education and professional development to stay at the forefront of the industry.
Financial Advisor Disclosures to Know:
GOSHEN CAPITAL LLC adheres to strict ethical standards and is committed to transparency with their clients. As such, they have no disclosures to report on their record. This reflects their dedication to maintaining a high level of trust and integrity with their clients.