How does the advisor help clients – Key Takeaways:
LONG POINT WEALTH MANAGEMENT, LLC is a top-rated financial advisor that provides expert guidance and services to individuals and businesses alike. With years of experience and a highly qualified team of advisors, they are dedicated to helping clients achieve their financial goals.
Some key takeaways of their services include:
- Individualized financial planning and strategies
- Comprehensive portfolio management
- Risk management and mitigation
- Insurance solutions
- Estate planning
- Tax planning and optimization
Facts and Insights
LONG POINT WEALTH MANAGEMENT, LLC has a strong track record of success and is consistently ranked among the top financial advisors in the industry. Some facts and insights about the firm include:
- Founded in 2005
- Assets under management – $2.5 billion (as of 2021)
- Over 50 advisors nationwide
- Headquartered in New York City
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets under Management (in billions) | Number of Advisors |
|---|---|---|
| 2005 | $0.2 | 5 |
| 2010 | $1 | 20 |
| 2015 | $1.5 | 35 |
| 2020 | $2 | 50 |
| 2021 (as of June) | $2.5 | 55 |
Financial Services Offered:
LONG POINT WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These include:
- Personal financial planning
- Investment management
- Tax planning and optimization
- Estate planning
- Retirement planning
- Education planning
- Insurance solutions
- Wealth transfer strategies
- Business planning
- And more
Client Types:
LONG POINT WEALTH MANAGEMENT, LLC serves a wide range of clients, including:
- High-net-worth individuals
- Business owners
- Corporate executives
- Retirees
- Family offices
- And more
Fees & Compensation
LONG POINT WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and they only succeed when their clients succeed.
They believe in transparency and their fee schedule is clearly outlined and discussed with clients before starting any services.
Background
LONG POINT WEALTH MANAGEMENT, LLC was founded in 2005 by a team of experienced financial professionals who were driven by a passion to help others achieve financial success and security. They have since grown into a highly reputable and reliable firm, offering expert advice and guidance to clients nationwide.
Financial Advisor Disclosures to Know
As a client, it is important to be aware of any potential conflicts of interest or disclosures that may affect the services provided by your financial advisor. LONG POINT WEALTH MANAGEMENT, LLC has a clean record and always prioritizes their clients’ best interests. Some important disclosures to be aware of include: