SOCIUS FAMILY OFFICE, LLC is a highly reputable financial advisory firm that offers a wide range of services to its diverse clientele. Founded in 1995, the firm has been helping individuals and families navigate through complex financial decisions and achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and assistance to clients looking to make strategic financial decisions.
- Offers personalized financial planning and investment management services tailored to each client’s unique needs and goals.
- Assists clients in creating and implementing effective wealth management strategies to build, preserve, and transfer their wealth.
- Collaborates with clients’ attorneys, accountants, and other professionals to ensure a comprehensive approach to financial planning.
- Offers ongoing support and guidance to help clients stay on track towards their financial goals and adapt to changing market conditions.
Facts and Insights
SOCIUS FAMILY OFFICE, LLC has a team of highly qualified financial advisors who possess a deep understanding of financial planning, investment management, and risk management. The firm believes in taking a holistic approach to financial planning, considering all aspects of a client’s financial life, including tax planning, insurance needs, estate planning, and philanthropic goals.
The firm strongly believes in the power of education and regularly publishes insightful content on its website and social media channels. Additionally, the firm hosts seminars and workshops to educate clients on various financial topics and empower them to make more informed decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 1995 | 15 | $500 million |
Financial Services Offered
Client Types
SOCIUS FAMILY OFFICE, LLC serves a diverse range of clients, including high-net-worth individuals, families, business owners, and executives. The firm also works with corporations and institutions to provide retirement plan consulting services.
Fees & Compensation
The firm charges a fee for its financial planning and investment management services. This fee is based on a percentage of the assets under management and may vary depending on the complexity of the client’s financial situation. The firm believes in transparency and always discloses its fees and compensation structure to clients before engaging in any services.
Background
SOCIUS FAMILY OFFICE, LLC was founded in 1995 by a team of experienced financial professionals with a passion for helping clients achieve financial success. The firm is headquartered in New York City and has a team of 15 financial advisors with expertise in various aspects of financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, SOCIUS FAMILY OFFICE, LLC is bound by fiduciary duty, which means the firm is required to act in the best interests of its clients. The firm also has a strict code of ethics and is committed to full disclosure of any conflicts of interest that may arise.
In conclusion, SOCIUS FAMILY OFFICE, LLC is a highly reputable financial advisory firm that offers expert guidance and assistance to clients looking to make strategic financial decisions. With a team of experienced advisors and a comprehensive range of services, the firm is well-equipped to help clients achieve their long-term financial goals.