How does the advisor help clients – Key Takeaways:
Overwatch Advisors, LLC is a financial advisory firm that specializes in providing guidance and expertise to clients to help them achieve their financial goals. The firm offers a wide range of financial services, including investment management, retirement planning, tax planning, and insurance planning. They work closely with clients to create customized financial plans that align with their individual needs and goals.
Facts and Insights
Overwatch Advisors, LLC was founded in 2005 and is based in New York City. The firm has a team of highly experienced financial advisors who have a deep understanding of the financial markets and the ever-changing economic landscape. They leverage their expertise and knowledge to provide sound and unbiased financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
As of 2021, Overwatch Advisors, LLC has approximately $500 million in assets under management. With a team of 15 advisors, the firm has been in business for 16 years, making them a reputable and established player in the financial advisory field.
Financial Services Offered
Overwatch Advisors, LLC provides a wide range of financial services to help clients reach their financial goals. Some of the key services offered by the firm include:
- Investment management
- Retirement planning
- Tax planning
- Insurance planning
The firm takes a comprehensive approach to financial planning and works closely with clients to determine their specific needs and goals, developing a personalized plan that can adapt to changing market conditions.
Client Types
Overwatch Advisors, LLC serves a diverse range of clients, including individuals, families, and small businesses. The firm believes that everyone should have access to sound financial advice and works with clients from all backgrounds and income levels.
Fees & Compensation
Overwatch Advisors, LLC follows a fee-based model for compensation. This means that they charge a fee based on a percentage of the assets under management. They do not receive commissions or any other forms of compensation for recommending certain products or services, ensuring that their advice is always in the best interest of their clients.
Background
Overwatch Advisors, LLC was founded by a team of experienced financial professionals who saw a need for unbiased and personalized financial advice for individuals and families. The firm has since grown to become a respected and reputable player in the financial advisory field, providing expert guidance and support to clients in achieving their financial goals.
Financial Advisor Disclosures to Know
As a registered financial advisor, Overwatch Advisors, LLC is required to disclose any potential conflicts of interest or disciplinary actions. These disclosures can be found on the firm’s Form ADV, which is available to the public through the Securities and Exchange Commission (SEC).