How does the advisor help clients – Key Takeaways:
Runey & Associates Wealth Management serves as a trusted financial advisor to clients seeking to grow and protect their assets. The firm offers a wide range of financial services and caters to various types of clients, including high-net-worth individuals, business owners, and families. With a highly experienced team and a commitment to providing personalized, comprehensive financial advice, Runey & Associates Wealth Management has earned a reputation for excellence in the industry.
Facts and Insights
Founded in 2005, Runey & Associates Wealth Management has over 15 years of experience in the financial services industry. The firm is headquartered in New York and has multiple satellite offices across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Runey & Associates Wealth Management offers a comprehensive range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides specialized services such as corporate executive services, including equity compensation planning and deferred compensation planning.
Client Types
The firm serves a diverse client base, including high-net-worth individuals, business owners, and families. Runey & Associates Wealth Management prides itself on providing tailored financial advice that meets the unique needs and goals of each client. The firm’s advisors take the time to understand each client’s financial situation and develop a personalized strategy to help them achieve their financial objectives.
Fees & Compensation
Runey & Associates Wealth Management is a fee-based advisor, meaning that the firm charges a fee based on a percentage of the client’s assets under management. This fee structure aligns the firm’s interests with those of the client, as the advisor’s compensation is directly tied to the performance of the client’s portfolio. The firm is committed to transparency and always discloses its fees and any potential conflicts of interest to clients.
Background
The team at Runey & Associates Wealth Management is made up of highly experienced and knowledgeable professionals. The firm’s advisors hold a variety of professional designations, such as Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA), and undergo continuous education to stay on top of industry trends and best practices. This commitment to excellence has helped the firm earn the trust and respect of its clients.
Financial Advisor Disclosures to Know
As a trusted financial advisor, Runey & Associates Wealth Management adheres to high ethical standards and always acts in the best interests of its clients. The firm is a registered investment advisor (RIA) and is held to a fiduciary standard, meaning that it is legally required to act in the best interests of its clients. Additionally, the firm has a clean record with no disciplinary actions or disclosures, highlighting its dedication to upholding the highest level of professionalism and integrity.