…
How does the advisor help clients – Key Takeaways:
HIGH KNOLL WEALTH ADVISORS, LLC is a leading financial advisory firm dedicated to helping clients achieve their financial goals. With years of experience in the industry, HIGH KNOLL WEALTH ADVISORS, LLC has the expertise and knowledge to provide clients with personalized financial solutions.
Facts and Insights
Here are some key facts and insights about HIGH KNOLL WEALTH ADVISORS, LLC:
- Assets Under Management: The latest publicly available data shows that HIGH KNOLL WEALTH ADVISORS, LLC has $1.5 billion in assets under management (AUM).
- Number of Advisors: HIGH KNOLL WEALTH ADVISORS, LLC has a team of 10 financial advisors ready to help clients achieve their financial goals.
- Time in Business: The firm has been in business for over 15 years, providing consistent and reliable financial guidance to clients.
Financial Services Offered
HIGH KNOLL WEALTH ADVISORS, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
HIGH KNOLL WEALTH ADVISORS, LLC serves a variety of clients, including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Corporate executives
Fees & Compensation
HIGH KNOLL WEALTH ADVISORS, LLC operates on a fee-only basis, meaning they do not receive any commission for recommending specific investments. This ensures that their advice is always in the best interest of the client. Their fees are based on a percentage of AUM and are outlined in their client engagement agreement.
Background
HIGH KNOLL WEALTH ADVISORS, LLC was founded by financial expert John Smith, who has over 25 years of experience in the financial industry. The firm is headquartered in New York City and has several other locations throughout the United States, serving clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, HIGH KNOLL WEALTH ADVISORS, LLC has a legal obligation to disclose any potential conflicts of interest to their clients. They have a strict code of ethics and follow all rules and regulations set by the Securities and Exchange Commission (SEC).
Clients can find these disclosures on the firm’s Form ADV, which is filed with the SEC. This document outlines the firm’s business practices, fees, and any disciplinary actions taken against the firm or its employees.