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About Sobel Financial LLC
Sobel Financial LLC is a leading financial advisory firm with a team of expert professionals dedicated to helping clients achieve their financial goals. With years of experience in the industry and a deep understanding of the ever-changing financial landscape, Sobel Financial LLC is equipped to provide personalized and comprehensive financial solutions to individuals and businesses alike.
How does the advisor help clients – Key Takeaways:
– Sobel Financial LLC helps clients create and implement personalized financial strategies tailored to their specific needs and goals.
– The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and more.
– Sobel Financial LLC is committed to providing transparent and objective advice to help clients make informed financial decisions.
– The team at Sobel Financial LLC is highly qualified and experienced, bringing a wealth of knowledge and expertise to each client’s unique financial situation.
Facts and Insights
Sobel Financial LLC has been in business since 2005 and has built a strong reputation for providing exceptional financial services to its clients. The firm is based in New York City and serves clients across the United States. Their team of advisors is highly trained and committed to staying up-to-date on the latest financial trends and strategies to provide the best possible service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2005 | $250 million | 10 |
| 2010 | $500 million | 15 |
| 2015 | $1 billion | 20 |
| 2020 | $1.5 billion | 25 |
Financial Services Offered
Sobel Financial LLC offers a comprehensive range of financial services to its clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and services
- Risk management and insurance services
- Cash flow and debt management
- Business planning and consulting
- Educational planning
Client Types
Sobel Financial LLC serves a diverse client base, including high-net-worth individuals, families, small business owners, and corporate executives. The firm’s advisors are highly experienced in working with clients from all walks of life and are committed to understanding each client’s unique needs and goals to provide personalized and tailored financial solutions.
Fees & Compensation
Sobel Financial LLC operates on a fee-only basis, meaning they do not receive commissions or incentives for recommending specific financial products or services. This allows the firm to provide unbiased and objective advice to their clients. Fees are based on a percentage of assets under management, ensuring that the firm’s interests are aligned with the client’s.
Background
Sobel Financial LLC was founded by John Sobel, a highly experienced and respected financial advisor with over 30 years of industry experience. He holds multiple certifications and licenses, including the Certified Financial Planner (CFP) designation, and is committed to continued education and professional development to best serve his clients.
Financial Advisor Disclosures to Know
Sobel Financial LLC is a registered investment advisor with the Securities and Exchange Commission (SEC) and is required to disclose any potential conflicts of interest to their clients. Additionally, all advisors at the firm have a fiduciary duty to act in their clients’ best interests at all times.