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How does the advisor help clients – Key Takeaways:
STOEVER GLASS WEALTH MANAGEMENT, INC. offers personalized financial services to help clients achieve their financial goals. Their team of experienced advisors assists clients in managing their wealth and creating a comprehensive financial plan. They prioritize building strong and long-lasting relationships with their clients and strive to provide exceptional service in all aspects of their work.
Facts and Insights
Founded in 1972, STOEVER GLASS WEALTH MANAGEMENT, INC. has over 45 years of experience in the financial industry. They currently have over $1.5 billion in assets under management and a team of 18 advisors. Their headquarters are located in New York City, with additional offices in Long Island, New York and Boca Raton, Florida.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 18 | 45 years |
Financial Services Offered
STOEVER GLASS WEALTH MANAGEMENT, INC. offers a wide range of financial services to cater to the diverse needs of their clients. These include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
STOEVER GLASS WEALTH MANAGEMENT, INC. serves a variety of clients, including high-net-worth individuals, families, and businesses. They also work with corporate retirement plans and endowments.
Fees & Compensation
The firm primarily charges fees based on a percentage of assets under management. These fees range from 0.75% to 1.50%, depending on the size of the client’s portfolio. They may also receive additional compensation through commissions from the sale of certain products, which will be disclosed to the client.
Background
STOEVER GLASS WEALTH MANAGEMENT, INC. prides itself on its long-standing history and reputation in the financial industry. They are a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC) and adhere to strict fiduciary standards.
Financial Advisor Disclosures to Know
As a registered investment advisor, STOEVER GLASS WEALTH MANAGEMENT, INC. is required to disclose any potential conflicts of interest or disciplinary actions. Clients can find this information on the firm’s Form ADV, which can be obtained through the SEC’s Investment Adviser Public Disclosure (IAPD) website or directly from the firm.