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About RADVANYI WEALTH MANAGEMENT LLC
RADVANYI WEALTH MANAGEMENT LLC is a financial advisory firm that specializes in providing comprehensive wealth management services. Founded in 2004, the firm is headquartered in New York City and has a team of experienced and knowledgeable financial advisors who work with individuals, families, and businesses to help them achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides comprehensive wealth management services
- Works with individuals, families, and businesses
- Helps clients achieve their financial goals
Facts and Insights
RADVANYI WEALTH MANAGEMENT LLC has been in business for over 15 years, during which time they have built a reputation for providing high-quality financial services and delivering personalized attention to each client’s unique needs. As of 2020, the firm manages over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management (AUM) |
|---|---|---|
| 2004 | 10 | $500 million |
Financial Services Offered
RADVANYI WEALTH MANAGEMENT LLC offers a wide range of financial services to help clients manage and grow their wealth. Some of the core services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education funding
Client Types
RADVANYI WEALTH MANAGEMENT LLC works with a diverse range of clients, including individuals, families, and businesses. The firm offers personalized strategies and solutions tailored to the unique needs and goals of each client.
Fees & Compensation
The fees and compensation structure at RADVANYI WEALTH MANAGEMENT LLC is based on a fee-only model. This means that the firm charges a percentage of assets under management as their fee, rather than earning commissions from product sales. This fee structure aligns the advisor’s interests with those of their clients, as they both benefit from the growth of the portfolio.
Background
The founder and principal advisor of RADVANYI WEALTH MANAGEMENT LLC is John Radvanyi, who has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP®) and holds several other professional designations, including Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®). He leads a team of qualified advisors who share his commitment to providing top-quality financial services and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, RADVANYI WEALTH MANAGEMENT LLC is obligated to disclose any potential conflicts of interest or disciplinary actions. As of the latest update of their public disclosure documents, there are no disclosures to report for the firm or its advisors.