.
About MATUNE BASILE ADVISORS
MATUNE BASILE ADVISORS is a leading financial advisory firm that specializes in providing expert guidance and advice to clients on various financial matters. With a team of experienced and knowledgeable advisors, the firm is committed to helping individuals and businesses achieve their financial goals and make informed decisions.
How does the advisor help clients – Key Takeaways:
- Provide personalized financial planning and wealth management solutions
- Offer expert guidance on investment strategies and portfolio management
- Assist with retirement planning, tax planning, and estate planning
- Stay up-to-date with market trends and provide timely insights to clients
- Provide ongoing support and assistance for financial decisions
Facts and Insights
The following table provides an overview of MATUNE BASILE ADVISORS’ assets under management, number of advisors, and time in business.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
Financial Services Offered
MATUNE BASILE ADVISORS offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Financial planning
- Wealth management
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
Client Types
MATUNE BASILE ADVISORS serves a diverse client base, including individuals, families, small businesses, and corporations. The firm customizes its services to meet the unique needs of each client, ensuring that their financial goals and objectives are addressed effectively.
Fees & Compensation
MATUNE BASILE ADVISORS charges a fee for its services, which is based on a percentage of the client’s assets under management. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the fees are directly linked to the performance of the client’s investments.
Background
MATUNE BASILE ADVISORS was founded by John Matune and Lisa Basile, who have a combined experience of over 40 years in the financial industry. They started the firm with a vision to provide top-notch financial guidance and advice to clients and help them build a secure financial future.
Financial Advisor Disclosures to Know
As with any financial service provider, it is essential to be aware of any disclosures or potential conflicts of interest for the firm. MATUNE BASILE ADVISORS discloses all potential conflicts of interest and follows strict ethical standards to ensure transparency and maintain the trust of its clients.