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How does the advisor help clients – Key Takeaways:
ONYX PARTNERS, INCORPORATED is a financial consulting firm that offers expert advice to its clients. As an independent financial advisor, they provide objective and unbiased recommendations to help clients achieve their financial goals.
Facts and Insights:
The company was founded in 2005 and has been in business for over 15 years. They have over $500 million in assets under management and a team of experienced advisors who have served a diverse range of clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 15+ |
Financial Services Offered:
ONYX PARTNERS, INCORPORATED provides a comprehensive range of financial services to its clients. This includes investment management, retirement planning, tax planning, risk management, and estate planning.
Client Types:
The firm caters to a diverse mix of clients including high-net-worth individuals, families, business owners, and institutions. They tailor their services to meet the unique needs and objectives of each client.
Fees & Compensation:
The company follows a fee-only structure, meaning they do not receive commissions for any financial products they recommend. This ensures their advice is always in the best interest of their clients and eliminates any potential conflicts of interest.
Background:
The team at ONYX PARTNERS, INCORPORATED is highly qualified and experienced in the financial industry. They have a deep understanding of market trends, investment strategies, and financial planning techniques, allowing them to provide sound and strategic advice to their clients.
Financial Advisor Disclosures to Know:
It is important for clients to know the background and disclosures of their financial advisor. ONYX PARTNERS, INCORPORATED is registered with the Securities and Exchange Commission (SEC) and is obligated to provide their clients with Form ADV, which includes information on the firm’s services, fees, and any potential conflicts of interest.