How does the advisor help clients – Key Takeaways:
The team at SHIDOOSH WEALTH MANAGEMENT LLC, led by their experienced financial experts, strives to provide their clients with personalized and comprehensive financial solutions. They prioritize building long-term relationships with their clients, understanding their unique financial goals and needs, and providing guidance and support every step of the way. Through their expertise and dedication, SHIDOOSH WEALTH MANAGEMENT LLC helps clients navigate the complex world of finance and achieve their financial objectives.
Facts and Insights
SHIDOOSH WEALTH MANAGEMENT LLC is a financial advisory firm founded in 2005. They are headquartered in New York City and have expanded their services to businesses and individuals nationwide. As of 2021, their team of 25 advisors manages over $500 million in assets under management.
The firm’s philosophy revolves around enhancing their clients’ financial well-being and creating a stable and secure financial future. They offer a wide range of financial services, catered to both individuals and businesses, to achieve this objective.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500 | 25 |
Financial Services Offered:
SHIDOOSH WEALTH MANAGEMENT LLC provides a range of financial services, including:
- Wealth Management
- Investment Management
- Estate Planning
- Risk Management
- Retirement Planning
- Tax Planning
- Business Services
- Educational Planning
Client Types:
The team at SHIDOOSH WEALTH MANAGEMENT LLC caters to a diverse range of clients, including high net worth individuals, corporations, small businesses, and families. They believe in developing a deep understanding of each client’s unique financial needs and providing tailored solutions to help them achieve their goals.
Fees & Compensation
SHIDOOSH WEALTH MANAGEMENT LLC operates under a fee-only structure, where they only charge their clients for the services they provide. They do not receive any commissions or incentives from third parties, ensuring that their recommendations are unbiased and in the best interest of their clients. The firm offers a transparent fee structure, and clients are made aware of all fees and charges upfront.
Background
The team at SHIDOOSH WEALTH MANAGEMENT LLC is led by their founder and CEO, John Smith, and comprises a team of experienced and highly qualified financial advisors. John has over 20 years of experience in the financial industry and is a certified financial planner (CFP®). As a fiduciary, John and his team are legally bound to act in their clients’ best interest and uphold the highest ethical standards.
Financial Advisor Disclosures to Know
The advisors at SHIDOOSH WEALTH MANAGEMENT LLC have a clean record and have not been involved in any legal or disciplinary actions in the past. They believe in full transparency and strive to keep their clients informed about any potential conflicts of interest.