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How does the advisor help clients – Key Takeaways:
RED OAK ADVISORS LLC is a financial advisory firm that prides itself on providing expert financial guidance to their clients. As industry professionals, they possess a wide range of knowledge and experience, making them a valuable asset to individuals seeking financial guidance. Below are key takeaways on how RED OAK ADVISORS LLC helps their clients.
- Utilizes their financial expertise and industry insights to guide clients towards achieving their financial goals
- Creates customized financial plans tailored to each client’s unique needs and objectives
- Offers a wide range of financial services to address various financial needs
- Acts as a trusted advisor, providing unbiased and objective advice
- Regularly monitors and reviews client portfolios to ensure they are on track to meet their financial goals
- Prioritizes transparency and open communication with clients
Facts and Insights
RED OAK ADVISORS LLC has been in the business of providing sound financial advice for over 10 years. They have been recognized for their excellent service and expertise, making them a reputable and trustworthy financial advisory firm. Below are some insightful facts about RED OAK ADVISORS LLC.
- Founded in: 2009
- Headquartered in: New York City, New York
- Number of advisors: 8
- Assets under management: $250 million
| 2009 | 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Assets under management (millions of dollars) | $25 | $35 | $45 | $60 | $75 | $100 | $125 | $150 | $200 | $250 | $280 |
Financial Services Offered
RED OAK ADVISORS LLC offers a diverse range of financial services to cater to the various needs of their clients. They specialize in providing personalized and comprehensive financial planning and guidance. Below are some of the services they offer.
- Retirement planning
- Investment management
- Wealth management
- Estate planning
- Tax planning
- Risk management
- Education planning
- Charitable giving
- Employee benefits
Client Types
RED OAK ADVISORS LLC serves a diverse clientele, including individuals, families, and small business owners. They also specialize in catering to the unique needs of high net worth individuals and institutional clients. Whatever the client type may be, RED OAK ADVISORS LLC is committed to providing exceptional financial guidance and support to help them achieve their financial goals.
Fees & Compensation
RED OAK ADVISORS LLC operates on a fee-only basis, meaning they do not receive any commissions for the products and services they offer. They believe this provides their clients with the most unbiased and objective advice, as their compensation is not tied to any particular financial product. Their fees are transparent and are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ best interests.
Background
RED OAK ADVISORS LLC was founded in 2009 by a team of seasoned financial professionals with a passion for helping others achieve their financial goals. With over 50 years of combined experience, they have successfully guided numerous clients towards financial success. They continue to stay abreast of industry trends and changes to ensure they provide the most up-to-date and relevant financial advice to their clients.