How does the advisor help clients – Key Takeaways:
OAKSTONE FINANCIAL MANAGEMENT, LLC is a well-established financial management firm that serves as a trusted advisor to its clients. With years of experience and a team of knowledgeable professionals, OAKSTONE FINANCIAL MANAGEMENT, LLC helps its clients navigate the complex world of finance and achieve their financial goals.
Facts and Insights:
OAKSTONE FINANCIAL MANAGEMENT, LLC was founded in 2005 and has since grown to become a leading financial management firm with over $2 billion in assets under management. The firm is headquartered in New York City, but also has satellite offices across the United States to better serve its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $2 billion |
|---|---|
| Number of Advisors: | 50 |
| Years in Business: | 15 |
Financial Services Offered:
OAKSTONE FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. This includes:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Education planning
Client Types:
OAKSTONE FINANCIAL MANAGEMENT, LLC works with a variety of clients, including high-net-worth individuals, families, businesses, and institutional investors. The firm’s personalized approach ensures that each client receives tailored financial advice that aligns with their unique financial goals and objectives.
Fees & Compensation:
OAKSTONE FINANCIAL MANAGEMENT, LLC is a fee-based firm which means that the majority of its revenue is derived from fees charged for managing clients’ assets. The firm believes in complete transparency and will always discuss fees and compensation with clients upfront, ensuring a clear understanding of the cost of services provided.
Background:
OAKSTONE FINANCIAL MANAGEMENT, LLC was founded by a team of seasoned financial professionals who shared a passion for helping clients achieve financial success. With years of experience and expertise, the firm has established a strong reputation for providing comprehensive and personalized financial guidance.
Financial Advisor Disclosures to Know:
As a reputable financial management firm, OAKSTONE FINANCIAL MANAGEMENT, LLC adheres to strict ethical standards and complies with all regulatory requirements. The firm provides all necessary disclosures to its clients, ensuring complete transparency and accountability.