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How does the advisor help clients – Key Takeaways:
KADES & CHEIFETZ, LLC is a trusted financial advisory firm that provides expert guidance and services to clients seeking financial planning and management. With years of experience and a team of highly skilled advisors, KADES & CHEIFETZ, LLC helps clients achieve their financial goals and provide sound financial advice for their future.
Facts and Insights
Founded in 2005, KADES & CHEIFETZ, LLC is a privately owned company with a team of 10 advisors. The firm’s headquarters is located in New York City, with additional offices in Los Angeles and Chicago.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KADES & CHEIFETZ, LLC offers a range of financial services to clients, including investment management, financial planning, retirement planning, tax planning, and estate planning. The firm takes a comprehensive approach to financial management, considering all aspects of an individual or family’s financial situation to develop a tailored strategy.
Client Types
The firm caters to a diverse range of clients, including high net worth individuals, families, small businesses, and institutions. KADES & CHEIFETZ, LLC believes in building long-term relationships with clients and providing personalized services to meet their unique needs and goals.
Fees & Compensation
KADES & CHEIFETZ, LLC operates on a fee-based model, where fees are based on a percentage of assets under management. This aligns the firm’s interests with those of their clients, ensuring they are always working in their clients’ best interests. The firm also offers hourly and project-based fees for specific services.
Background
The founders of KADES & CHEIFETZ, LLC, Rachel Kades and David Cheifetz, have over 25 years of combined experience in the financial industry. They are both highly qualified and certified financial advisors who have a deep understanding of the complexities of today’s financial markets. The firm’s advisors come from diverse backgrounds, bringing a broad range of expertise and insights to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, KADES & CHEIFETZ, LLC is legally obligated to disclose any potential conflicts of interest to their clients and provide transparency in their fee structure. The firm’s advisors also have a fiduciary duty to act in their clients’ best interests at all times, putting their clients’ needs above their own.