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About STEP BY STEP FINANCIAL, LLC
Based in New York City, STEP BY STEP FINANCIAL, LLC is a registered investment advisory firm that provides personalized financial guidance and services to individuals, families, and businesses. With a team of experienced advisors, the firm specializes in financial planning, investment management, and retirement planning.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized financial guidance and services
- Specializes in financial planning, investment management, and retirement planning
- Works with individuals, families, and businesses
- Utilizes a team of experienced advisors
Facts and Insights
STEP BY STEP FINANCIAL, LLC is committed to helping their clients achieve their financial goals through a comprehensive and personalized approach. The firm believes in providing transparent and unbiased advice, without any conflicts of interest. This has helped the firm establish a solid reputation in the financial industry, and they have been recognized by various publications for their excellence in client service and investment management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 8 | 10 years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Charitable giving planning
Client Types
STEP BY STEP FINANCIAL, LLC works with a diverse range of clients including:
- Individuals
- Families
- Small business owners
- Retirees
- High net worth individuals
Fees & Compensation
STEP BY STEP FINANCIAL, LLC charges a fee based on a percentage of assets under management, which is determined on a sliding scale depending on the size of the client’s portfolio. This incentivizes the firm to help their clients grow their assets, as their fee is directly tied to the client’s investment performance. The firm also offers hourly and flat fee options for certain services.
Background
STEP BY STEP FINANCIAL, LLC was founded in 2010 by a team of financial experts who wanted to provide personalized and transparent financial guidance to their clients. With over 10 years in business, the firm has built a strong reputation in the industry for their excellent client service and unbiased advice.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, STEP BY STEP FINANCIAL, LLC has a fiduciary duty to act in the best interests of their clients at all times. This means the firm must disclose any potential conflicts of interest and provide transparent and unbiased advice to their clients. The firm also has a strict code of ethics and conducts regular compliance audits to ensure they are meeting all regulatory requirements.