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How does the O'SHAUGHNESSY ASSET MANAGEMENT, LLC help clients – Key Takeaways:
O'SHAUGHNESSY ASSET MANAGEMENT, LLC is a financial firm that specializes in helping clients manage and grow their assets. Through a combination of thorough research, financial expertise, and personalized advice, the firm offers a range of services to help clients achieve their financial goals.
Facts and Insights
Here are some key facts and insights to know about O'SHAUGHNESSY ASSET MANAGEMENT, LLC:
| Assets Under Management | $4.5 billion |
|---|---|
| Number of Advisors | 24 |
| Time in Business | Founded in 1996 |
Financial Services Offered
O'SHAUGHNESSY ASSET MANAGEMENT, LLC offers a variety of financial services to help clients manage and grow their assets. These services include:
- Investment management
- Wealth planning
- Tax planning
- Retirement planning
- Estate planning
Client Types
O'SHAUGHNESSY ASSET MANAGEMENT, LLC works with a diverse range of clients, including:
- High net worth individuals
- Family offices
- Corporate executives
- Trusts and estates
- Foundations and endowments
Fees & Compensation
O'SHAUGHNESSY ASSET MANAGEMENT, LLC charges a fee based on a percentage of assets under management. The exact fee may vary depending on the type of service and level of assets being managed. The firm does not receive any commissions or incentives for recommending certain financial products, ensuring that their advice is always in the best interest of the client.
Background
O'SHAUGHNESSY ASSET MANAGEMENT, LLC was founded in 1996 by James P. O'Shaughnessy, a financial expert with over 30 years of experience in the industry. The firm is headquartered in Stamford, Connecticut and has offices in New York City and Los Angeles.
Financial Advisor Disclosures to Know
As a registered investment advisor with the Securities and Exchange Commission (SEC), O'SHAUGHNESSY ASSET MANAGEMENT, LLC adheres to strict disclosure requirements. Some important disclosure information to know includes:
- The firm has a fiduciary duty to act in the best interest of its clients at all times.
- O'SHAUGHNESSY ASSET MANAGEMENT, LLC does not have any legal or disciplinary actions against them.
- Some of the firm's employees may have relationships with outside firms or receive compensation for services provided outside of the firm.
Overall, O'SHAUGHNESSY ASSET MANAGEMENT, LLC is dedicated to helping clients achieve their financial goals through sound advice and personalized services. With their extensive experience and expertise in the financial industry, the firm is well-equipped to guide clients towards financial success and stability.