How does the advisor help clients – Key Takeaways:
OLESKY CAPITAL MANAGEMENT, LLC is committed to providing expert financial advice and services to its clients. With a strong background in financial management and a deep understanding of the market, the team at OLESKY CAPITAL MANAGEMENT, LLC works tirelessly to help their clients achieve their financial goals.
Facts and Insights
OLESKY CAPITAL MANAGEMENT, LLC was founded in 2005 by financial expert John Olesky. With over 20 years of experience in the industry, John and his team have helped numerous clients navigate the ever-changing financial landscape. The company is based in New York City and serves clients nationwide.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 16 years |
Financial Services Offered
OLESKY CAPITAL MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include investment management, wealth management, retirement planning, tax planning, and risk management
Client Types
OLESKY CAPITAL MANAGEMENT, LLC works with various types of clients including high net worth individuals, families, and small businesses. They understand that each client has unique financial needs and tailor their services accordingly.
Fees & Compensation
At OLESKY CAPITAL MANAGEMENT, LLC, clients can choose between a fee-based or commission-based compensation structure. This gives clients the option to select the payment method that best suits their needs and preferences. The company is transparent about their fees and strives to provide their clients with the best value for their money.
Background
Founder and CEO John Olesky has an extensive background in the financial industry. He holds a Bachelor’s degree in Finance and Economics and a Master’s degree in Financial Management. He has also earned multiple financial certifications, including CFA, CFP, and CPA. With his expertise and experience, he leads the team at OLESKY CAPITAL MANAGEMENT, LLC to provide top-notch financial services to their clients.
Financial Advisor Disclosures to Know
OLESKY CAPITAL MANAGEMENT, LLC is committed to maintaining transparency and educating their clients about potential conflicts of interest. They follow all legal and ethical responsibilities and provide clients with all the necessary disclosures, as mandated by the Securities and Exchange Commission (SEC).