How does the advisor help clients – Key Takeaways:
MICHELANGELO PARTNERS, LLC offers a variety of financial services to its clients, including investment management, financial planning, and retirement planning. The advisors at MICHELANGELO PARTNERS, LLC have extensive experience and expertise in the financial industry, allowing them to provide personalized and effective financial solutions for their clients. Additionally, the firm is committed to transparent communication and building long-term relationships with their clients.
Facts and Insights:
MICHELANGELO PARTNERS, LLC is a financial firm that was founded in 2005. The firm is based in New York and has a team of experienced financial advisors who are dedicated to helping individuals, families, and businesses achieve their financial goals. The firm prides itself on its professionalism, integrity, and commitment to providing excellent service 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 | 16 years |
Financial Services Offered:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
Client Types:
- Individuals
- Families
- Small businesses
Fees & Compensation:
MICHELANGELO PARTNERS, LLC charges a percentage of assets under management as their fee. The firm’s fees are reported to be below the industry average, making their services accessible and affordable for clients. Additionally, the firm’s compensation is not tied to the sale of any specific financial products, ensuring that their recommendations are completely unbiased and in the best interest of their clients.
Background:
The advisors at MICHELANGELO PARTNERS, LLC have a diverse range of backgrounds and specialties in the financial industry. They are highly educated and have obtained advanced degrees and professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This extensive knowledge and experience allow the advisors to provide comprehensive and customized financial solutions for their clients.
Financial Advisor Disclosures to Know:
MICHELANGELO PARTNERS, LLC is a registered investment advisor, which means they have a fiduciary duty to act in the best interest of their clients. This requires them to disclose any potential conflicts of interest and prioritize their clients’ needs above their own. Additionally, the firm is committed to providing transparent and accurate information to their clients, allowing them to make informed decisions about their finances.