How does the advisor help clients – Key Takeaways:
As a trusted financial expert, STONERIDGE WEALTH ADVISORS, LLC works with clients to help them achieve their financial goals. They provide a wide range of financial services, tailored to each individual’s needs, and serve various types of clients. With their years of industry experience and transparent fee and compensation structure, STONERIDGE WEALTH ADVISORS, LLC is a top choice for individuals looking for expert financial guidance.
Facts and Insights
STONERIDGE WEALTH ADVISORS, LLC is a financial advisory firm that was founded in 2002. They are headquartered in New York City and have been providing their clients with expert financial advice for over 19 years. Their team of advisors has a wealth of knowledge and experience in the financial industry, making them a reliable and trustworthy choice for clients seeking financial guidance.
According to publicly available data, in 2021, STONERIDGE WEALTH ADVISORS, LLC manages over $500 million in assets and has a team of 12 advisors working with their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2021 | $500+ | 12 |
Financial Services Offered
STONERIDGE WEALTH ADVISORS, LLC offers a comprehensive range of financial services to help their clients achieve their financial goals. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and more. Their financial advisors work with clients to create a personalized financial plan tailored to their unique needs and goals.
Client Types
STONERIDGE WEALTH ADVISORS, LLC works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. They understand that every client has different financial goals and needs, and they are committed to providing personalized financial solutions to meet these needs.
Fees & Compensation
STONERIDGE WEALTH ADVISORS, LLC has a transparent fee and compensation structure, ensuring that clients know exactly what they are paying for and how their advisors are compensated. They charge a percentage of assets under management, providing an incentive for their advisors to help clients grow their assets over time. They also offer fee-based financial planning services, and their fees are competitive within the industry.
Background
The team at STONERIDGE WEALTH ADVISORS, LLC has a wealth of experience in the financial industry, with a strong background in financial planning, investments, and retirement planning. Their advisors hold various professional certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This expertise and knowledge allow them to provide clients with the best possible financial advice.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is essential to understand any potential conflicts of interest or disciplinary actions that the advisor may have. STONERIDGE WEALTH ADVISORS, LLC has a clean record and no disciplinary actions on their Form ADV, providing clients with peace of mind.