How does GREYSTONE INVESTMENT ADVISORS, INC. help clients? – Key Takeaways:
GREYSTONE INVESTMENT ADVISORS, INC. provides clients with expert financial advice and services to help them achieve their financial goals. With a team of experienced advisors, they offer a wide range of financial services and work with various client types to create personalized financial plans.
Facts and Insights:
- Founded: 1994
- Headquarters: Cincinnati, OH
- Number of advisors: 20+
- Assets Under Management: $800 million+
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Education planning
- Charitable planning
Client Types:
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation:
GREYSTONE INVESTMENT ADVISORS, INC. charges a percentage of assets under management as their fee. This fee varies depending on the services provided and the size of the client’s portfolio. They do not receive any commissions for recommending certain investments, ensuring that their recommendations are unbiased and in the best interest of their clients.
Background:
GREYSTONE INVESTMENT ADVISORS, INC. was founded in 1994 by a team of experienced financial experts. They have since earned a reputation for providing quality financial services and building strong, long-lasting relationships with their clients. The company prides itself on its personalized approach to financial planning and its commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
GREYSTONE INVESTMENT ADVISORS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC). They are held to a fiduciary standard, meaning they are legally required to always act in the best interest of their clients. They have a clean record with no reported disciplinary actions.