How does the advisor help clients – Key Takeaways:
OBSIDIAN INVESTMENT ADVISERS, LLC is a financial advisory firm that provides expert guidance and support to its clients. With a strong team of advisors and a wealth of experience, the firm is able to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
OBSIDIAN INVESTMENT ADVISERS, LLC was founded in 2005 and is based in New York, New York. The firm has over 100 advisors who are dedicated to providing top-quality financial services. It is also registered with the Securities and Exchange Commission (SEC) and operates as a registered investment advisor.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 100+ | 15 years |
Financial Services Offered
OBSIDIAN INVESTMENT ADVISERS, LLC offers a wide range of financial services to cater to the needs of its clients. These include financial planning, investment management, retirement planning, tax planning, and estate planning. The firm also provides customized solutions for clients with complex financial situations.
Client Types
The firm serves a diverse group of clients including individuals, families, high net worth individuals, and small businesses. OBSIDIAN INVESTMENT ADVISERS, LLC understands that each client has unique financial needs and works closely with them to develop personalized strategies.
Fees & Compensation
OBSIDIAN INVESTMENT ADVISERS, LLC charges clients a fee based on a percentage of assets under management. This fee structure aligns the firm’s interests with that of its clients, as the advisors are motivated to help clients grow their assets. The firm does not earn any commissions or receive compensation from third parties, ensuring that its advisors always act in the best interest of their clients.
Background
OBSIDIAN INVESTMENT ADVISERS, LLC was founded by a team of experienced financial advisors who wanted to create a firm that puts clients first. With a focus on transparency, integrity, and personalized service, the firm has been able to establish a strong reputation in the financial industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, OBSIDIAN INVESTMENT ADVISERS, LLC is required to disclose any potential conflicts of interest to its clients. These disclosures can be found in the firm’s Form ADV, which is filed with the SEC and available to the public.