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How does the advisor help clients – Key Takeaways:
RIZVI TRAVERSE MANAGEMENT, LLC is a premier financial management firm that offers a variety of services to meet the needs of its clients. With a wealth of experience and expertise, the firm is committed to providing exceptional financial advice and support to help clients achieve their financial goals.
- Comprehensive financial planning tailored to individual needs and objectives
- Strategic investment management and portfolio guidance
- Estate and retirement planning to secure and maximize assets for future generations
- Tax planning and management for optimized financial outcomes
- Risk management and insurance solutions to protect assets and secure financial stability
- Educational resources and financial literacy programs to empower clients to make informed financial decisions
Facts and Insights
RIZVI TRAVERSE MANAGEMENT, LLC is a privately owned registered investment advisor (RIA) based in New York City. The firm was founded in 2005 by financial expert, Farhan Rizvi, to deliver personalized financial services to high-net-worth individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 16 years |
*Numbers as of December 2020
Financial Services Offered
- Wealth Management
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Insurance Solutions
Client Types
- High-net-worth individuals and families
- Corporate executives and entrepreneurs
- Privately held businesses and corporations
Fees & Compensation
RIZVI TRAVERSE MANAGEMENT, LLC operates on a fee-based compensation structure. This means that the firm charges a percentage of assets under management as its fee, rather than earning commissions on products sold. This structure ensures that the firm’s interests are aligned with its clients, as the more the client’s assets grow, the more the firm is compensated. As such, the firm is committed to delivering the best financial outcomes for its clients.
Background
With over 25 years of experience in the financial industry, Farhan Rizvi is a seasoned financial expert and the founder of RIZVI TRAVERSE MANAGEMENT, LLC. He holds a BA in Economics from Rutgers University and an MBA in Finance from The Wharton School. He has also earned the prestigious Chartered Financial Analyst (CFA) accreditation.
Financial Advisor Disclosures to Know
RIZVI TRAVERSE MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to the highest fiduciary standards and is required to act in the best interests of its clients. It does not have any legal or disciplinary actions against it, making it a trustworthy and reputable financial management firm.