OWNERSHIP ADVISORS, INC.

How does the advisor help clients – Key Takeaways:

OWNERSHIP ADVISORS, INC. is a trusted and experienced financial advisor that provides expert guidance to clients in managing their assets and achieving their financial goals. The firm has a team of knowledgeable and dedicated advisors who offer personalized solutions to meet the unique needs of each client. They work closely with clients to understand their financial situation, risk tolerance, and long-term objectives, and then create tailored strategies to help them achieve financial success.

In the following article, we will take a closer look at the various services offered by OWNERSHIP ADVISORS, INC. and provide insights into their assets under management, number of advisors, and time in business. We will also outline the different financial services they provide, the types of clients they work with, and their fees and compensation structure. Lastly, we will provide background information on the firm and highlight important financial advisor disclosures to keep in mind.

Facts and Insights

OWNERSHIP ADVISORS, INC. is a registered investment advisor (RIA) that has been in business for over 15 years. The firm is headquartered in New York City, and has expanded its reach to serve clients across the United States. They have a team of highly qualified advisors who possess a wide range of expertise in various financial areas, allowing them to provide comprehensive solutions to clients.

The firm prides itself on being client-focused, and as such, they limit the number of clients they work with in order to provide personalized attention to each individual. They also have a fiduciary duty to act in the best interests of their clients at all times, ensuring that their recommendations are always aligned with the client’s goals and objectives.

Assets Under Management, Number of Advisors and Time in Business:

As of December 2020, OWNERSHIP ADVISORS, INC. has approximately $3 billion in assets under management (AUM). This includes a diverse range of individuals, families, and institutions, who have entrusted the firm with their assets and financial well-being. With a team of 10 advisors on board, the firm maintains a low advisor-to-client ratio in order to provide personalized services to each individual. This ensures that each client receives the attention and support they require to achieve their financial goals.

The firm has been in business for over 15 years and has built a solid reputation for providing high-quality financial services and excellent client satisfaction. They continue to grow and expand their reach, demonstrating their commitment to helping clients achieve financial success.

Financial Services Offered

OWNERSHIP ADVISORS, INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include but are not limited to:

• Wealth Management
• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Insurance Analysis
• Educational Planning
• Business Planning

The firm takes a holistic approach to financial planning and believes that every aspect of a client’s financial life is interconnected. As such, they work with clients to create a comprehensive plan that addresses all areas of their financial life and helps them achieve their long-term objectives.

Client Types

OWNERSHIP ADVISORS, INC. works with a diverse range of clients, including individuals, families, and institutions. Their services are tailored to suit the specific needs and goals of each client. Some of the clients they serve include:

• High Net Worth Individuals
• Families
• Entrepreneurs
• Corporate Executives
• Nonprofit Organizations
• Endowments and Foundations

The firm understands that each client has unique financial goals and objectives, and they are committed to providing personalized and tailored solutions to help each individual realize their aspirations.

Fees & Compensation

OWNERSHIP ADVISORS, INC. charges a