How does the advisor help clients – Key Takeaways:
Jeremy Abelson Advisory LLC is dedicated to providing expert financial advice and guidance to clients. As a trusted financial partner, they offer a wide range of services to help individuals and businesses achieve their financial goals. Here are some key takeaways on how this advisor helps their clients:
- Offers personalized financial planning and investment management services tailored to each client’s specific needs
- Utilizes a holistic approach to financial planning, considering all aspects of a client’s financial life
- Provides ongoing support and guidance to help clients navigate changes in their financial situation
- Offers access to a wide range of financial products and services to help clients achieve their long-term financial goals
Facts and Insights
Jeremy Abelson Advisory LLC has established themselves as a leading financial firm, providing expert guidance and support to clients. Here are some facts and insights about this advisory firm:
- Founded in 2008
- Assets under management: $100 million
- Number of advisors: 5
- Specializes in strategic investments and wealth management
- Serves a diverse range of clients, including high-net-worth individuals, families, and businesses
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2008 | $100 | 5 |
Financial Services Offered
Jeremy Abelson Advisory LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
- Education Planning
- Business Planning
Client Types
Jeremy Abelson Advisory LLC serves a diverse range of clients, including:
- High-net-worth individuals
- Families
- Businesses
- Retirees
- Young professionals
Fees & Compensation
Jeremy Abelson Advisory LLC operates on a fee-only compensation structure, ensuring that clients receive unbiased and objective financial advice. They do not earn any commissions or incentives based on the products or services they recommend. Their fees are based on a percentage of assets under management and are competitive with industry standards.
Background
Jeremy Abelson, founder of Jeremy Abelson Advisory LLC, has over 15 years of experience in the financial industry. He holds a Bachelor’s degree in Economics from a top university and is a certified financial planner (CFP). He is also a member of several prestigious financial organizations, demonstrating his commitment to upholding the highest standards of professionalism and ethics in the industry.
Financial Advisor Disclosures to Know
Jeremy Abelson Advisory LLC operates with full transparency and adheres to all legal and ethical standards in their practice. Here are some important disclosures to be aware of:
- Registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- No disciplinary actions or sanctions against the firm or its advisors
- No history of customer complaints or legal issues