Measured Wealth Private Client Group, LLC – Your Trusted Financial Expert
Measured Wealth Private Client Group, LLC is a premier financial services firm that specializes in providing top-notch wealth management solutions to clients. With a team of experienced and knowledgeable advisors, our firm is committed to helping clients achieve their financial goals and secure their future. Though MEASURED WEALTH PRIVATE CLIENT GROUP, LLC is not a stranger to the financial industry, it prides itself on remaining discreet, as this allows for a more personal and tailored approach for each of its clients.
How does the advisor help clients – Key Takeaways:
At MEASURED WEALTH PRIVATE CLIENT GROUP, LLC, the advisors focus on building long-term relationships with their clients and understanding their unique financial needs. By doing so, they are able to provide customized and comprehensive financial strategies that help clients grow and protect their wealth. Furthermore, the firm follows a strict code of ethics, ensuring that clients receive honest and trustworthy advice.
Facts and Insights
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC was founded in 2005 and is headquartered in New York. The firm currently manages over $1 billion in client assets and has a team of 15 highly-qualified advisors. Over the years, the firm has gained recognition for its excellence in financial planning and has been featured in various publications including Forbes and The Wall Street Journal.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion+ | 15 | 15 |
Financial Services Offered
Measured Wealth Private Client Group, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, retirement planning, estate planning, tax planning, risk management, and more. By leveraging their in-depth knowledge and expertise in these areas, the advisors at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC create a holistic financial plan that helps clients achieve their goals and secure their financial future.
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and business owners. MEASURED WEALTH PRIVATE CLIENT GROUP, LLC understands that each client has unique financial goals and needs, and therefore, provides personalized financial solutions to address their specific requirements. By offering a high level of personalized service, the firm has been able to build long-standing relationships with its clients, earning their trust and loyalty.
Fees & Compensation
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC follows a fee-only compensation structure. This means that the firm charges a fee based on a percentage of the client’s assets under management. This ensures that the advisors’ interests are aligned with those of the clients, as their compensation is directly tied to the performance of the client’s portfolio. The firm believes that this approach promotes transparency and allows for an unbiased selection of investments.
Background
The advisors at MEASURED WEALTH PRIVATE CLIENT GROUP, LLC have years of industry experience and possess a wealth of knowledge and expertise in various financial areas. Their credentials include Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations, among others. The firm also encourages its advisors to continue their education and stay updated with the latest developments in the financial industry to provide the best possible service to their clients.
Financial Advisor Disclosures to Know
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC is committed to providing transparent and ethical services to its clients. As per the firm’s policies, all advisors are required to disclose any potential conflicts of interest and provide complete transparency regarding fees and compensation. Furthermore, the firm has a strict policy against receiving any form of compensation from third-party companies, ensuring that the advice given to clients is unbiased and in their best interest.