How does the advisor help clients – Key Takeaways:
Gulati Asset Management LLC provides clients with expert financial guidance and personalized strategies to help them achieve their financial goals. Through a team of experienced advisors and a range of financial services, they strive to assist clients in making informed decisions and building a strong financial future.
Facts and Insights
– Founded in 2005, Gulati Asset Management LLC has over 15 years of experience in the financial industry.
– The firm has assets under management (AUM) of $500 million.
– They have a team of 10 advisors, each with an average of 10 years of experience in the industry.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Gulati Asset Management LLC offers a wide range of financial services to help clients manage, protect, and grow their wealth. These include:
– Investment management
– Retirement planning
– Tax planning
– Estate planning
– Risk management
– Education planning
Client Types
Gulati Asset Management LLC works with a diverse group of clients, including high net worth individuals, families, and small business owners. They also offer their services to corporate and institutional clients.
Fees & Compensation
The firm charges a fee based on a percentage of AUM. This fee can range from 1-2%, depending on the size of the client’s portfolio. They also offer hourly fees for specific services, such as financial planning. All fees are discussed and agreed upon with clients before any services are provided.
Background
Gulati Asset Management LLC was founded by Raj Gulati, a seasoned financial advisor with over 20 years of experience in the industry. He holds several industry certifications, including CFA, CPA, and CFP, and is dedicated to providing his clients with customized solutions and exceptional service.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), Gulati Asset Management LLC is required to disclose any material facts or conflicts of interest to their clients. They are also held to a fiduciary standard, which means they are legally obligated to act in the best interest of their clients at all times.