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Facts and Insights
Measured Strategies LLC is a leading financial advisory firm that has been in operation for over 10 years. The firm has a team of experienced and knowledgeable advisors who provide a wide range of services to their clients. These services include financial planning, investment management, retirement planning, tax planning, and estate planning.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment strategies for clients’ unique needs and goals.
– Offers comprehensive services including retirement planning and tax planning to ensure clients’ financial success.
– Utilizes a team approach to provide clients with diverse perspectives and expertise.
– Utilizes cutting-edge technology and tools to help clients track and manage their investments.
– Regularly reviews and adjusts strategies to ensure they align with clients’ changing financial goals and market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
Measured Strategies LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
– Financial planning: The firm works closely with clients to create personalized financial plans that address their unique needs and goals. This includes budgeting, debt management, and goal setting.
– Investment management: The firm designs customized investment portfolios to maximize clients’ returns while managing risk.
– Retirement planning: Measured Strategies LLC helps clients plan for a comfortable and secure retirement, taking into account factors such as age, income, and expected lifestyle.
– Tax planning: The firm helps clients minimize their tax burden through strategic tax planning strategies and efficient tax filing.
– Estate planning: Measured Strategies LLC assists clients in creating estate plans to ensure their assets are properly handled and distributed according to their wishes.
Client Types
Measured Strategies LLC caters to a diverse range of clients, including:
– Individuals and families: The firm helps individuals and families plan for their financial future, whether it be saving for retirement, buying a home, or paying for education.
– High net worth individuals: Measured Strategies LLC offers comprehensive financial services to high net worth individuals, including investment management and estate planning.
– Business owners: The firm understands the unique financial needs of business owners and provides tailored solutions to help them achieve their business and personal financial goals.
Fees & Compensation
Measured Strategies LLC is a fee-based advisory firm, meaning they charge a percentage of assets under management as their fee. This fee structure aligns the firm’s interests with those of their clients, as the firm’s compensation is tied to the performance of clients’ portfolios. The exact fee percentage varies depending on the services provided and the size of the client’s portfolio. The firm’s advisors are also compensated through commissions on the sale of certain products, but this is disclosed to clients in advance.
Background
Measured Strategies LLC was founded in 2010 by a team of experienced financial advisors who shared a common goal of helping clients achieve financial success. The firm is headquartered in New York City and has expanded to serve clients across the United States. The team of advisors has a diverse range of backgrounds and expertise, providing clients with a well-rounded and comprehensive approach to financial planning and investment management.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Measured Strategies LLC takes transparency seriously and provides the following disclosures:
– The firm may receive compensation from third-party providers for recommending their products or services.
– The firm’s advisors may have personal investments in certain products they recommend to clients.
– The firm’s advisors may be registered representatives of a broker-dealer and receive commissions on the sale of products.
– The firm’s advisors do not have any legal or disciplinary events on their record that clients should be aware of.
In conclusion, Measured Strategies LLC is a highly reputable and experienced financial advisory firm that provides a wide range of personalized services to help clients achieve their financial goals. The firm’s team of advisors utilizes a comprehensive and transparent approach, ensuring clients receive the best possible guidance and support to secure their financial future.