Facts and Insights
KADES & CHEIFETZ, LLC is a financial advisor firm based in New York City. They have been providing comprehensive financial planning services for over 20 years. The firm specializes in offering personalized financial guidance and strategy to high net worth individuals and families. The team of advisors at KADES & CHEIFETZ, LLC pride themselves on their commitment to providing clients with the highest level of expertise and service.
How does the advisor help clients – Key Takeaways:
- Personalized financial planning services for high net worth individuals and families
- Over 20 years of experience in the financial industry
- Committed to providing the highest level of expertise and service
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of December 31, 2020) | 10 | Over 20 years |
Financial Services Offered:
KADES & CHEIFETZ, LLC offers a wide range of financial services to their clients. These include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance and risk management
- Charitable giving strategies
Client Types:
KADES & CHEIFETZ, LLC primarily serves high net worth individuals and families. They also work with businesses and organizations to provide retirement plan services.
Fees & Compensation:
KADES & CHEIFETZ, LLC charges a percentage of assets under management as their main fee structure. The firm may also charge additional fees for certain services, such as financial planning or consulting. Clients can discuss and negotiate fees with their advisor before engaging in any services.
Background:
KADES & CHEIFETZ, LLC was founded in 1999 by John KADES and Steven CHEIFETZ. Both partners have extensive experience in the financial industry and hold various certifications, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Analyst (CFA). The firm is also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Financial Advisor Disclosures to Know:
KADES & CHEIFETZ, LLC has a clean regulatory record, with no disciplinary actions or sanctions reported. The firm operates with a fiduciary duty, meaning they are legally bound to act in the best interest of their clients at all times.