How does the advisor help clients – Key Takeaways:
- Expert guidance and support in achieving financial goals
- Team of experienced and knowledgeable advisors
- Wide range of financial services offered
Facts and Insights:
TANNENBAUM ASSET MANAGEMENT LLC has been in the financial advisory business for over 20 years, providing top-notch services to clients. The firm prides itself on its personalized and tailored approach to helping clients manage their finances and achieve their financial goals. With a focus on building long-term relationships, TANNENBAUM ASSET MANAGEMENT LLC prioritizes the needs and goals of each individual client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 20 years |
Financial Services Offered:
- Investment management
- Retirement planning
- Wealth management
- Estate planning
- Tax planning and management
- Insurance planning
- Education planning
- Business planning
Client Types:
- Individuals
- Families
- Small businesses
- Non-profit organizations
Fees & Compensation:
TANNENBAUM ASSET MANAGEMENT LLC operates on a fee-based compensation structure, meaning that the firm charges a percentage of the client’s assets under management as a management fee. This ensures that the firm’s interests are aligned with the client’s, as the advisor’s compensation is directly tied to the client’s portfolio performance. The firm is committed to transparency and provides clients with a clear breakdown of all fees and expenses.
Background:
The founder and CEO of TANNENBAUM ASSET MANAGEMENT LLC, John Tannenbaum, has over 30 years of experience in the financial industry. He is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA), demonstrating his expertise and commitment to providing high-quality financial advice. The firm’s team of advisors also have diverse backgrounds and qualifications, ensuring a well-rounded and comprehensive approach to financial planning and management.
Financial Advisor Disclosures to Know:
TANNENBAUM ASSET MANAGEMENT LLC has a clean disciplinary record and has not faced any legal or regulatory actions in the past. As a registered investment advisor, the firm is legally required to disclose any conflicts of interest or disciplinary actions. Clients can have peace of mind knowing that their interests are always the top priority for TANNENBAUM ASSET MANAGEMENT LLC.