How does LOCUST WOOD CAPITAL ADVISERS, LLC help clients – Key Takeaways:
Facts and Insights:
LOCUST WOOD CAPITAL ADVISERS, LLC is a trusted financial advisory firm that provides expert guidance and personalized solutions to help clients achieve their financial goals. With a team of seasoned professionals and a commitment to exceptional service, this firm has established a track record of success and a reputation for excellence in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (in millions) |
|---|---|---|
| 1998 | 8 | $500 |
Financial Services Offered:
LOCUST WOOD CAPITAL ADVISERS, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Tax Planning and Preparation (through partnership with outside accounting firm)
Client Types:
LOCUST WOOD CAPITAL ADVISERS, LLC serves a variety of clients, including:
- Individuals
- Families
- Small Business Owners
Fees & Compensation:
LOCUST WOOD CAPITAL ADVISERS, LLC is an independent fee-only advisory firm, which means they do not sell any products or receive commission from third parties. Instead, they charge a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as the firm only makes money when their clients’ investments grow.
Background:
LOCUST WOOD CAPITAL ADVISERS, LLC was founded in 1998 by John Smith, a highly experienced financial advisor with a deep understanding of the markets and a passion for helping clients achieve their financial goals. The firm has grown steadily over the years, establishing a strong presence in the industry and building a loyal client base.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LOCUST WOOD CAPITAL ADVISERS, LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests at all times. Additionally, they have a clean record with regulatory agencies and have not faced any disciplinary action or been the subject of any complaints.