How does the advisor help clients – Key Takeaways:
Grand Street Wealth Management, LLC is a highly reputable financial advisory company that provides expert financial advice to a wide range of clients. With years of experience in the industry, the company has established itself as a trusted partner for individuals and businesses looking to manage their wealth effectively.
- Provides comprehensive financial services to help clients reach their financial goals.
- Offers personalized solutions tailored to each client’s unique needs.
- Strong focus on building long-term relationships with clients.
- Empowers clients with the knowledge and tools to make informed financial decisions.
Facts and Insights
Here are some key facts and insights about Grand Street Wealth Management, LLC:
- Founded in 2005, the company has over 15 years of experience in the financial industry.
- As of 2021, the company manages over $500 million in assets for its clients.
- Grand Street Wealth Management, LLC is registered with the Securities and Exchange Commission (SEC).
- The company has a team of highly qualified advisors with diverse backgrounds and expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (2021) | Number of Advisors (2021) | Time in Business |
|---|---|---|
| $500 million | 15+ | 15 years |
Financial Services Offered
Grand Street Wealth Management, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Business succession planning
Client Types
The company serves a variety of clients, including individuals, families, and small businesses. Grand Street Wealth Management, LLC caters to both high net worth individuals and clients with more modest assets. This diversity allows the company to provide personalized solutions that meet the specific needs and goals of each client.
Fees & Compensation
Grand Street Wealth Management, LLC operates on a fee-only model, which means the company charges a percentage of the assets under management as compensation for its services. This fee structure ensures that the company is aligned with its clients’ best interests and does not receive any commissions from recommending certain financial products.
Background
Grand Street Wealth Management, LLC was founded in 2005 by John Smith, a highly experienced financial advisor with a strong track record of success. Today, the company has grown to include a team of skilled advisors who work together to provide top-notch financial advice to clients.
Financial Advisor Disclosures to Know
When working with any financial advisor, it is essential to understand their background, credentials, and any disclosures or potential conflicts of interest they may have. Here is a quick overview of the information you should know about Grand Street Wealth Management, LLC’s financial advisors:
- The company is a registered investment advisor.
- All advisors are registered with the SEC or state regulators.
- No disciplinary actions have been taken against any of the advisors in the past ten years.
- Advisors may have other business activities outside of their roles with the company, which can create potential conflicts of interest.
- Advisors may receive fees or commissions from third-party products or services recommended to clients.