Welcome to MEYEROWITZ INVESTMENT MANAGEMENT
MEYEROWITZ INVESTMENT MANAGEMENT is a well-established financial advisory firm with a team of experienced and knowledgeable advisors. They have a proven track record of helping their clients achieve their financial goals through expert advice and tailored solutions.
With a professional and client-centric approach, the advisors at MEYEROWITZ INVESTMENT MANAGEMENT act as financial experts for their clients. They strive to provide high-quality services and build lasting relationships with their clients.
How does the advisor help clients – Key Takeaways:
- Expert financial advice and tailored solutions.
- Proven track record of helping clients achieve their financial goals.
- Professional and client-centric approach.
- High-quality services and lasting relationships with clients.
Facts and Insights
MEYEROWITZ INVESTMENT MANAGEMENT has been in the business of financial advisory for over 20 years, providing expert guidance to clients in various financial situations. They cater to a diverse range of clients and offer a wide range of financial services.
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
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Education Planning
Client Types
The advisors at MEYEROWITZ INVESTMENT MANAGEMENT cater to a diverse range of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Business owners
- Retirees
Fees & Compensation
MEYEROWITZ INVESTMENT MANAGEMENT follows a fee-based structure, which means their compensation is based on a percentage of the assets under management. This ensures that their interests are aligned with their clients and they are motivated to help grow their clients’ portfolios.
Background
MEYEROWITZ INVESTMENT MANAGEMENT was founded in 2000 by John Meyerowitz, an experienced financial advisor with a passion for helping individuals achieve financial success. Over the years, the firm has grown and expanded its services, but has always remained true to its commitment of providing top-notch financial advice.
Financial Advisor Disclosures to Know
As a responsible and transparent advisor, MEYEROWITZ INVESTMENT MANAGEMENT discloses all relevant information to their clients. Some important disclosures to know include:
- Potential conflicts of interest
- Compensation structure
- Fees and charges
- Investment strategies and risks