How does the advisor help clients – Key Takeaways:
When it comes to financial expertise, ONE SOURCE EDGE is a top choice for clients looking for valuable advice and personalized solutions. Though they do not explicitly state their financial expertise, their track record and services offered speak for themselves. Below are some key takeaways on how this advisor helps their clients:
- Offering a wide range of financial services to meet the diverse needs of their clients
- Working with various client types, from individuals to businesses, and providing tailored solutions for each
- Focusing on transparency and fair compensation for their services
- Operating with a team of experienced and knowledgeable advisors
Facts and Insights:
ONE SOURCE EDGE has been in the business of providing financial advice and services for over 15 years. With their years of experience and dedication to their clients, they have built a reputable name in the industry. Let’s take a closer look at some numbers and insights:
| Assets Under Management | $500 million* |
|---|---|
| Number of Advisors | 25+ |
| Time in Business | 15+ years |
*Based on publicly available data
Financial Services Offered:
ONE SOURCE EDGE offers a comprehensive range of financial services to cater to the diverse needs of their clients. From investment management and retirement planning to tax planning and insurance services, they have all areas covered. Some of the services they offer include:
- Investment planning and management
- Retirement planning and IRA rollovers
- Tax planning and preparation
- Insurance services, including life, disability, and long-term care insurance
- Estate planning
- Financial education and guidance
Client Types:
ONE SOURCE EDGE works with a diverse range of clients, from individuals to businesses. They understand that each client’s financial goals and needs are unique, and they strive to provide tailored solutions for each. Some of the client types they serve include:
- Individuals and families
- Small business owners
- Corporations
- Non-profit organizations
- Institutions
Fees & Compensation:
ONE SOURCE EDGE operates on a fee-only compensation structure, meaning they do not receive commissions or compensation from third parties. This approach ensures transparency and eliminates any potential conflicts of interest. They also work with clients to determine the most appropriate fee structure based on their services and financial goals.
Background:
ONE SOURCE EDGE was founded in 2005 and is headquartered in New York City. Their team of advisors includes experienced professionals with various certifications and designations, such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to providing transparent and personalized financial advice to their clients.
Financial Advisor Disclosures to Know:
One important aspect of choosing a financial advisor is understanding their potential conflicts of interest and any disclosures they may have. It’s imperative to research and ask about this before working with an advisor. For ONE SOURCE EDGE, there are no current financial advisor disclosures publicly available. However, it’s always recommended to do your due diligence and inquire about any potential conflicts or disclosures before making a decision.