How does the advisor help clients – Key Takeaways:
OBSIDIAN GLOBAL PARTNERS, LLC is a leading financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a team of expert advisors and years of experience in the industry, OBSIDIAN GLOBAL PARTNERS, LLC is committed to providing personalized and comprehensive financial solutions to its clients.
Facts and Insights:
OBSIDIAN GLOBAL PARTNERS, LLC has been in business for over 10 years and has established a strong reputation for providing top-notch financial services. The firm has a strong track record of helping clients grow and protect their wealth through careful planning and sound investment strategies. As of 2020, OBSIDIAN GLOBAL PARTNERS, LLC has over $500 million in assets under management and a team of 10 advisors.
The following table provides publicly available information about OBSIDIAN GLOBAL PARTNERS, LLC’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered:
OBSIDIAN GLOBAL PARTNERS, LLC offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm takes a holistic approach to financial planning, considering every aspect of a client’s financial life to create a comprehensive and customized financial plan.
Client Types:
OBSIDIAN GLOBAL PARTNERS, LLC caters to a diverse range of clients, including high net worth individuals, families, business owners, and corporate executives. The firm works closely with each client to understand their unique financial needs and create a personalized plan to help them achieve their financial goals.
Fees & Compensation:
OBSIDIAN GLOBAL PARTNERS, LLC charges a fee for its services, which is typically a percentage of the assets under management. The firm believes in full transparency and always discloses its fees to clients upfront. OBSIDIAN GLOBAL PARTNERS, LLC does not receive any commissions or third-party payments, ensuring that its advisors are solely focused on the best interests of their clients.
Background:
OBSIDIAN GLOBAL PARTNERS, LLC was founded in 2009 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has offices in major cities across the country. The team at OBSIDIAN GLOBAL PARTNERS, LLC is comprised of highly skilled and experienced advisors who are dedicated to helping clients achieve financial success.
Financial Advisor Disclosures to Know:
As a financial expert, OBSIDIAN GLOBAL PARTNERS, LLC adheres to the highest standards of professional ethics and conducts its business with integrity and transparency. The firm always discloses any potential conflicts of interest to clients and follows all regulatory guidelines to ensure the best interests of its clients are always prioritized.