How does the advisor help clients – Key Takeaways:
- Resonance Asset Management Limited offers a range of personalized financial services that are tailored to meet the unique needs and goals of their clients.
- Their team of experienced and knowledgeable advisors take a holistic approach to financial planning and work closely with clients to create diversified and personalized investment portfolios.
- Through ongoing communication and regular reviews, Resonance Asset Management Limited helps clients stay on track towards achieving their financial objectives.
Facts and Insights
Resonance Asset Management Limited is a reputable financial services firm that has been serving clients for over 20 years. They have a team of highly qualified and experienced advisors who are dedicated to providing personalized and comprehensive financial planning solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
The table above shows that Resonance Asset Management Limited manages a substantial amount of assets, which is a testament to their successful track record in helping clients achieve their financial goals. They also have a team of 10 advisors who bring a diverse range of expertise and experience to the table. Their long-standing presence in the industry for 20 years further solidifies their reputation as a trusted and reliable financial advisor.
Financial Services Offered
Resonance Asset Management Limited offers a comprehensive range of financial services that are designed to meet the unique needs and goals of their clients. They specialize in portfolio management, retirement planning, estate planning, and tax-efficient investing. Their advisors also provide guidance on risk management, insurance, and college planning. With a client-focused approach, Resonance Asset Management Limited works closely with each client to create a customized financial plan that aligns with their financial objectives.
Client Types
Resonance Asset Management Limited caters to a diverse client base, including high net worth individuals, families, and institutions. Their services are tailored to meet the needs and goals of each client, regardless of their financial situation. They believe that financial planning is not a one-size-fits-all approach, and therefore, they take the time to understand each client’s unique circumstances and objectives.
Fees & Compensation
Resonance Asset Management Limited charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as the more the client’s assets grow, the more the firm earns. They are transparent about their fees and provide a detailed breakdown of the charges in their client agreements. This fee-only structure eliminates any potential conflicts of interest and ensures that their recommendations are in the best interest of their clients.
Background
Resonance Asset Management Limited was founded in 1998 and is headquartered in New York City. They have an experienced team of advisors who bring a wealth of knowledge and expertise in the financial services industry. Their advisors have various educational and professional backgrounds, including Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), and Certified Public Accountants (CPA).
Financial Advisor Disclosures to Know
Resonance Asset Management Limited is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean regulatory and compliance record, with no disciplinary actions or regulatory sanctions against the firm or its advisors. As a fiduciary, Resonance Asset Management Limited is legally obligated to act in the best interests of their clients, providing them with full disclosure of any potential conflicts of interest.