How does the advisor help clients – Key Takeaways:
ONBOARD FINANCIAL MANAGEMENT, LLC (OFM) is a financial firm that specializes in providing customized wealth management solutions for its clients. The firm prides itself on its comprehensive approach to financial management, offering a wide range of services to help clients achieve their financial goals.
Facts and Insights
OFM was founded in 2005 and is based in New York. It currently has a team of 10 advisors and manages over $500 million in assets. The firm has a strong track record of success, with an average client growth rate of 15% annually.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
OFM offers a wide range of financial services to cater to the diverse needs of its clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types
OFM works with a broad range of clients, including individuals, families, and businesses. The firm caters to clients of all ages, income levels, and financial goals. OFM believes that every client is unique and requires a personalized approach to achieve their financial goals.
Fees & Compensation
OFM charges clients based on a fee-only structure, meaning they do not receive any commissions. This aligns the firm’s interests with that of the clients, as OFM does not profit from recommending specific products or investments. The firm believes in complete transparency when it comes to fees and provides a detailed breakdown of charges to its clients.
Background
The team of advisors at OFM consists of seasoned experts with years of experience in the financial industry. They possess a deep understanding of the markets and have the necessary skills and knowledge to navigate clients through changing market conditions. The firm values ongoing education and training, ensuring that its advisors are up-to-date with the latest financial trends and strategies.
Financial Advisor Disclosures to Know
OFM is a registered investment advisor and is required to disclose any potential conflicts of interest to its clients. As a fiduciary, the firm prioritizes the clients’ interests above its own and is committed to providing unbiased and objective financial advice.