How does JOEL ISAACSON & CO., LLC help clients? – Key Takeaways:
JOEL ISAACSON & CO., LLC is a leading financial advisory firm with a team of experienced professionals who provide personalized financial solutions to their clients. They have been in business for over 30 years, delivering exceptional service and expertise to their clients.
Facts and Insights
JOEL ISAACSON & CO., LLC has assets under management totaling $4.2 billion, managed by a team of 15 advisors. In their three decades of business, they have helped countless clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $4.2 billion | 15 | 30+ years |
Financial Services Offered
JOEL ISAACSON & CO., LLC offers a range of financial services, including:
- Investment management
- Tax planning
- Estate planning
- Retirement planning
- Insurance analysis
Client Types
JOEL ISAACSON & CO., LLC works with a diverse range of clients, including individuals, families, and small business owners. They also specialize in assisting high-net-worth individuals and corporate executives with complex financial needs.
Fees & Compensation
JOEL ISAACSON & CO., LLC operates on a fee-only basis, meaning they do not earn commissions or receive any other form of compensation for recommending specific products or services. This structure ensures that their advisors act in their clients’ best interests at all times.
Background
JOEL ISAACSON & CO., LLC was founded in 1989 by Joel Isaacson, who is still actively involved in the company as Chairman. Their team of advisors is highly skilled and knowledgeable in all areas of finance, making them a trusted resource for their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, JOEL ISAACSON & CO., LLC follows strict regulations and codes of conduct to protect their clients. They adhere to the fiduciary standard, which means they are legally obligated to act in the best interests of their clients at all times. They also provide full disclosure of their fees and potential conflicts of interest to ensure transparency and trust with their clients.