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How does the advisor help clients – Key Takeaways:
The advisors at Starlings Management Inc. offer their expertise to clients in a variety of financial services. They have a strong track record of success and prioritize the financial well-being of their clients above all else.
Facts and Insights
Based in New York City, Starlings Management Inc. has become a trusted name in the financial industry. The company was founded in 2005 and has since grown to manage a significant amount of assets. Their commitment to excellence and dedication to their clients has helped them stand out in a competitive market.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $250 million | 10 |
| 2006 | $500 million | 15 |
| 2007 | $1 billion | 20 |
Financial Services Offered
At Starlings Management Inc., clients have access to a range of financial services to meet their individual needs. These services include wealth management, retirement planning, investment management, estate planning, and tax planning. The advisors at Starlings Management Inc. are equipped with the knowledge and experience to guide clients through these important financial decisions.
Client Types
The team at Starlings Management Inc. works with a diverse range of clients, including individuals, families, and businesses. They understand that each client has unique financial goals and work diligently to create custom solutions that align with those goals.
Fees & Compensation
Starlings Management Inc. prides itself on being transparent about fees and compensation. They work on a fee-only basis, meaning they are compensated solely by their clients and do not receive commissions for recommending certain products or services. Their fees are based on a percentage of assets under management, ensuring that their interests are aligned with their clients’ success.
Background
The team at Starlings Management Inc. is made up of highly qualified and experienced financial experts. They come from diverse backgrounds and bring a wealth of knowledge and expertise to their roles. This diverse team allows them to offer a wide range of services and cater to the unique needs of their clients.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important to understand the disclosures of Starlings Management Inc. These include any potential conflicts of interest, their fees and compensation structure, and any legal or regulatory actions they may be involved in. Clients can rest assured that Starlings Management Inc. is committed to maintaining the highest ethical standards and always acting in their clients’ best interests.