About RISKIN WEALTH MANAGEMENT, LLC
RISKIN WEALTH MANAGEMENT, LLC is a leading financial management firm that specializes in providing customized wealth management solutions to individuals, families, and businesses. With a team of experienced and knowledgeable advisors, RISKIN WEALTH MANAGEMENT, LLC helps clients make informed financial decisions to achieve their long-term goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized wealth management solutions
- Empowers clients to make informed financial decisions
- Puts clients’ needs and goals at the forefront
Facts and Insights
Founded in 2005, RISKIN WEALTH MANAGEMENT, LLC has been serving clients for over 15 years. The firm has over $500 million in assets under management and a team of 10 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| As of 2020 | |
|---|---|
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 15+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
Client Types:
RISKIN WEALTH MANAGEMENT, LLC caters to a diverse range of clients including high-net-worth individuals, families, small business owners, and corporate executives. The firm also serves non-profit organizations and foundations.
Fees & Compensation:
RISKIN WEALTH MANAGEMENT, LLC follows a fee-only compensation model, which means they are not compensated through commissions on products or transactions. Instead, the firm charges a percentage of assets under management as well as an annual retainer fee for comprehensive wealth management services.
Background:
The founder and CEO of RISKIN WEALTH MANAGEMENT, LLC, John Riskin, has over 30 years of experience in the financial services industry. He holds a Bachelor’s degree in Economics and an MBA in Finance, and is a Certified Financial Planner (CFP®). He is also a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA).
Financial Advisor Disclosures to Know:
RISKIN WEALTH MANAGEMENT, LLC has a clean record with no disciplinary actions or regulatory issues. The firm takes pride in its transparency and adheres to the fiduciary standard, meaning they are legally obligated to always act in their clients’ best interests.