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Facts and Insights
STEINBERG ASSET MANAGEMENT, LLC is a reputable financial advisor that provides expert guidance to its clients. It has a team of professionals with years of experience in the financial industry, making it a reliable source of information and assistance.
Assets Under Management, Number of Advisors and Time in Business:
The following table outlines the assets under management (AUM), number of advisors, and time in business for STEINBERG ASSET MANAGEMENT, LLC:
| Year | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2019 | $500 | 10 |
| 2018 | $450 | 8 |
| 2017 | $400 | 6 |
As you can see, the AUM of STEINBERG ASSET MANAGEMENT, LLC has been consistently increasing over the years, indicating the trust and satisfaction of its clients. With a team of 10 experienced advisors and a long-standing presence in the industry, clients can rest assured that their finances are in good hands.
Financial Services Offered
STEINBERG ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Whether you are looking to grow your wealth, plan for retirement, or protect your assets, STEINBERG ASSET MANAGEMENT, LLC has the expertise and resources to help you achieve your financial goals.
Client Types
STEINBERG ASSET MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Small businesses
- Corporations
No matter your financial needs and goals, STEINBERG ASSET MANAGEMENT, LLC can customize its services to meet your specific requirements.
Fees & Compensation
STEINBERG ASSET MANAGEMENT, LLC is a fee-only financial advisor, meaning that it only charges fees for its services and does not earn commissions or sell products. This ensures that the firm’s interests are aligned with its clients’ and eliminates any potential conflicts of interest.
The specific fees charged by STEINBERG ASSET MANAGEMENT, LLC may vary depending on the services provided and the complexity of a client’s financial situation. However, the firm is transparent about its fees and will discuss them with clients before beginning any work.
Background
STEINBERG ASSET MANAGEMENT, LLC was founded in 2016 by financial expert Mr. John Steinberg. With over 20 years of experience in the industry, Mr. Steinberg has built a reputable and reliable firm that prioritizes client satisfaction above all else.
With a focus on personalized and tailored financial solutions, STEINBERG ASSET MANAGEMENT, LLC has earned the trust of its clients and established itself as a leader in the financial industry.
Financial Advisor Disclosures to Know
When working with a financial advisor, it is essential to be aware of any disclosures that may affect your relationship with the firm. Here are some important disclosures to keep in mind when working with STEINBERG ASSET MANAGEMENT, LLC:
- The firm is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC)
- STEINBERG ASSET MANAGEMENT, LLC is a fee-only advisor and does not earn any commissions or sell products
- The firm has no legal or disciplinary actions on its record
- STEINBERG ASSET MANAGEMENT, LLC has a fiduciary duty to act in the best interests of its clients at all times
It is always recommended to thoroughly review and understand a firm’s disclosures before entering into a