How does the advisor help clients – Key Takeaways:
ME FINANCIAL, PLLC is a trusted financial advisor that provides expert advice and services to its clients. As an experienced financial professional, ME FINANCIAL, PLLC helps clients make informed decisions about their finances, manage their wealth, and plan for the future. With a client-centric approach, ME FINANCIAL, PLLC strives to understand the unique needs and goals of each individual or business and creates customized solutions that can help them achieve financial success.
Facts and Insights
ME FINANCIAL, PLLC was founded in 2005 and has been in business for over 15 years. It is headquartered in New York City and has a team of highly skilled and knowledgeable financial advisors who have years of experience in the industry. With their expertise and dedication, ME FINANCIAL, PLLC has built a strong reputation for providing top-notch financial services and advice to its clients.
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
ME FINANCIAL, PLLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, tax planning, estate planning, insurance planning, and more. Whatever your financial needs may be, ME FINANCIAL, PLLC has the expertise and resources to help you achieve your goals.
Client Types
ME FINANCIAL, PLLC serves a diverse client base that includes individuals, families, and businesses. Whether you are looking to plan for your retirement, manage your investments, or grow your business, ME FINANCIAL, PLLC can provide the right solutions to help you reach your financial objectives.
Fees & Compensation
ME FINANCIAL, PLLC operates on a fee-based compensation model. This means that they charge a percentage of the assets under management as their fee. This aligns their interests with the clients’ and ensures that they are working towards the clients’ best interests.
Background
ME FINANCIAL, PLLC is a Registered Investment Advisor (RIA) that is regulated by the Securities and Exchange Commission (SEC). As a fiduciary, the firm is legally obligated to always act in the clients’ best interests. This gives clients the assurance that their finances and well-being are the top priorities for ME FINANCIAL, PLLC.
Financial Advisor Disclosures to Know
ME FINANCIAL, PLLC has a clean record with no disciplinary actions or disclosures reported. This demonstrates their commitment to ethical and responsible practices, and clients can have full confidence in the firm’s integrity and reliability.