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How does the advisor help clients – Key Takeaways:
SIMON QUICK ADVISORS, LLC is a leading financial advisory firm that specializes in providing personalized financial guidance and strategies to help their clients achieve their financial goals and objectives. Their team of experienced financial experts assist clients in making informed financial decisions and navigating complex financial markets.
Through a comprehensive and collaborative approach, SIMON QUICK ADVISORS, LLC helps clients identify and prioritize their financial goals, develop a customized financial plan, and monitor and adjust their strategies as needed. They offer a wide range of financial services to cater to the diverse needs of their clients and work with a variety of individuals, families, and institutions.
Facts and Insights
Founded in 2000, SIMON QUICK ADVISORS, LLC has grown to become one of the top financial advisory firms in the industry. They currently manage over $2 billion in assets and have a team of 14 experienced financial advisors to guide their clients. Their success in the industry is a result of their client-centric approach and commitment to delivering exceptional financial solutions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 14 | Established in 2000 |
Financial Services Offered
SIMON QUICK ADVISORS, LLC offers a wide range of financial services to cater to the diverse needs of their clients. They provide wealth management, investment management, retirement planning, estate planning, tax planning, and risk management services. Their team of experienced financial advisors work closely with clients to understand their unique financial situation and develop customized solutions tailored to their specific needs.
Client Types
SIMON QUICK ADVISORS, LLC works with a variety of clients, including high net worth individuals, families, entrepreneurs, professionals, and institutions. They have extensive experience in working with clients from different backgrounds and are committed to delivering personalized services to help each client achieve their financial goals.
Fees & Compensation
SIMON QUICK ADVISORS, LLC operates on a fee-only basis, meaning they do not receive commissions or compensation from any third-party products or services. This ensures that their clients’ best interests are always their top priority, and there are no conflicts of interest. Their fees are based on a percentage of assets under management, and they have a transparent fee structure that is fully disclosed to clients.
Background
SIMON QUICK ADVISORS, LLC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). They adhere to strict fiduciary standards and are legally obligated to always act in the best interests of their clients. Their team of financial advisors have extensive experience and are held to the highest ethical and professional standards.
Financial Advisor Disclosures to Know
All financial advisors at SIMON QUICK ADVISORS, LLC have clean records with no disciplinary actions or sanctions against them. They are committed to transparent practices and provide their clients with all the necessary information to make informed decisions. Clients can have peace of mind knowing that they are working with a reputable and trustworthy financial advisory firm.