How does the advisor help clients – Key Takeaways:
IRIS Wealth Advisory, LLC provides expert financial guidance to its clients, helping them achieve their financial goals and secure their futures. Their team of experienced advisors offers a range of financial services and works closely with clients to create personalized plans tailored to their individual needs. Their commitment to transparent practices and thorough disclosures sets them apart as a trustworthy and reliable financial advisor.
Facts and Insights
IRIS Wealth Advisory, LLC was founded in 2010 and is based in New York City. With over a decade of experience, the firm has become a well-respected name in the financial industry. They currently have assets under management totaling $500 million and employ a team of 10 skilled advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2010 | $500 | 10 |
Financial Services Offered
IRIS Wealth Advisory, LLC offers a wide range of financial services to assist clients in achieving their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors is knowledgeable in various areas of finance and can provide clients with comprehensive and customized solutions.
Client Types
IRIS Wealth Advisory, LLC works with a diverse group of clients, including high-net-worth individuals, families, and small businesses. Their services are tailored to each client’s unique financial situation and can be adjusted as their needs change over time.
Fees & Compensation
IRIS Wealth Advisory, LLC operates on a fee-only basis, meaning they do not receive commissions from financial products. This allows them to provide clients with unbiased advice and eliminates any potential conflicts of interest. Their fees are based on a percentage of the client’s assets under management and are transparently disclosed to clients.
Background
The team at IRIS Wealth Advisory, LLC has a wealth of experience and credentials in the financial industry. They are dedicated to staying informed and up-to-date on the latest financial trends and strategies, ensuring that their clients receive the best possible advice. The firm also maintains strong relationships with other financial professionals, such as tax attorneys and insurance agents, to offer a comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
IRIS Wealth Advisory, LLC prides itself on maintaining transparency and open communication with its clients. They provide thorough disclosures and recommendations, ensuring that clients are fully informed and empowered to make sound financial decisions. The firm also follows all regulations and guidelines set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA).