How does the advisor help clients – Key Takeaways:
SCARSDALE INVESTMENT GROUP, LTD. is a leading financial advisory firm that helps its clients achieve their financial goals through expert advice and services. The firm’s team of experienced professionals are committed to providing personalized solutions and top-notch customer service to all of their clients.
Facts and Insights:
Founded in 1998, SCARSDALE INVESTMENT GROUP, LTD. has been in business for over 20 years. The firm operates as a Registered Investment Advisor (RIA) and is headquartered in New York City.
The firm has a track record of success, with over $500 million in Assets Under Management (AUM) as of the last reporting period. The team consists of 10 advisors, all of whom are highly qualified and dedicated to their clients’ financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | Over 20 years |
Financial Services Offered:
SCARSDALE INVESTMENT GROUP, LTD. offers a wide range of financial services to its clients, including:
- Investment Management
- Financial Planning
- Tax Planning
- Estate Planning
- Retirement Planning
Client Types:
The firm works with a diverse group of clients, including:
- Individuals
- Families
- High-Net-Worth Individuals
- Businesses
- Non-Profit Organizations
Fees & Compensation:
SCARSDALE INVESTMENT GROUP, LTD. operates on a fee-based compensation model, which means that the firm charges a fee based on a percentage of the client’s assets under management. This ensures that the firm’s interests are aligned with that of their clients, as their compensation is directly tied to the performance of the client’s investments.
The firm also values transparency, and all fees and compensation are clearly outlined and fully disclosed to clients before any services are provided.
Background:
The team at SCARSDALE INVESTMENT GROUP, LTD. brings a wealth of experience and expertise to the table. With a diverse range of backgrounds and specialties, the firm’s advisors are well-equipped to handle any financial challenge that their clients may face. The firm also prioritizes continuing education and professional development to ensure that their advisors are up-to-date on the latest industry trends and best practices.
Financial Advisor Disclosures to Know:
As a Registered Investment Advisor, SCARSDALE INVESTMENT GROUP, LTD. is held to the highest fiduciary standard, meaning that the firm is legally obligated to act in the best interests of their clients at all times. This includes disclosing any potential conflicts of interest and providing full transparency regarding fees and compensation. The firm also has a clean record with no disciplinary actions or sanctions.