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How does the advisor help clients – Key Takeaways:
MIYASHITA AND ASSOCIATES, P.C. is a highly reputable and experienced financial firm that specializes in providing expert financial advice to their clients. They have a team of dedicated and highly qualified financial advisors who work closely with their clients to help them achieve their financial goals.
- Expert financial advice: MIYASHITA AND ASSOCIATES, P.C. has a team of financial experts who provide top-notch financial advice to their clients. They have extensive knowledge and experience in the financial industry, which allows them to provide valuable insights and strategies to help clients achieve their financial objectives.
- Clients’ best interests: The firm is committed to putting their clients’ best interests first. They understand that every client has unique financial needs and goals, and they tailor their services to meet these specific needs.
- Comprehensive services: MIYASHITA AND ASSOCIATES, P.C. offers a wide range of financial services to their clients, including investment management, retirement planning, tax planning, and more. This allows clients to have all their financial needs taken care of by one firm.
- Long-term relationships: The financial advisors at MIYASHITA AND ASSOCIATES, P.C. strive to build long-term relationships with their clients based on trust and mutual respect. They understand that achieving financial success takes time, and they are dedicated to supporting their clients for the long haul.
Facts and Insights
Here are some key facts and insights about MIYASHITA AND ASSOCIATES, P.C.:
- Founded in 1995
- Located in New York, USA
- Managed assets worth $500 million
- Has a team of 15 financial advisors
- Specializes in providing financial services to high-net-worth individuals, families, and businesses
Assets Under Management, Number of Advisors and Time in Business: {table}
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 15 |
Financial Services Offered
MIYASHITA AND ASSOCIATES, P.C. offers a comprehensive range of financial services to their clients, including:
- Investment management
- Retirement planning
- Tax planning and consulting
- Estate planning
- Insurance and risk management
- Education planning
Client Types
The firm primarily caters to high-net-worth individuals, families, and businesses. They also provide financial services to non-profit organizations and pension funds.
Fees & Compensation
MIYASHITA AND ASSOCIATES, P.C. has a fee-based compensation structure. This means they charge a fee based on a percentage of the client’s assets under management. They do not receive commissions for selling any products, ensuring that their recommendations are always in the best interest of their clients.
Background
MIYASHITA AND ASSOCIATES, P.C. was founded in 1995 by John Miyashita, who has over 30 years of experience in the financial industry. He is a certified financial planner (CFP) and has assembled a team of highly qualified financial advisors with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
MIYASHITA AND ASSOCIATES, P.C. has a clean disciplinary record and no legal or regulatory actions have been taken against them. They prioritize transparency and always disclose any potential conflicts of interest to their clients.