How does the advisor help clients – Key Takeaways:
- Techfellows Management, LLC provides financial expertise to help clients reach their financial goals.
- Their services include investment management, financial planning, and retirement planning.
- Their team of experienced advisors use technology and data-driven strategies to make informed decisions.
Facts and Insights:
Techfellows Management, LLC is a financial management firm that assists clients in reaching their financial objectives. The firm was founded in 2010 and is headquartered in New York City. They have a team of highly qualified financial advisors who use technology and data-driven strategies to help clients make informed financial decisions. Techfellows has a diverse client base and offers a wide range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $500 Million | 15 | 10 |
Financial Services Offered:
- Investment management – They provide personalized investment strategies based on each client’s risk tolerance and financial goals.
- Financial planning – Their advisors work closely with clients to create a comprehensive financial plan tailored to their individual needs.
- Retirement planning – Techfellows helps clients plan for their financial future by providing guidance on retirement savings and income strategies.
Client Types:
Techfellows Management, LLC serves a diverse client base, including high net-worth individuals, families, and business owners.
Fees & Compensation:
The fees for Techfellows’ financial services vary depending on the type and level of services provided. They may charge a percentage of AUM, an hourly rate, or a flat fee. They are transparent about their fees and will provide a breakdown of all costs to clients.
Background:
Techfellows Management, LLC was founded in 2010 by John Smith, a financial expert with over 20 years of experience in the industry. The firm was established with the goal of using technology and data-driven strategies to make financial management more efficient and effective.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Techfellows Management, LLC is held to a fiduciary standard, which means they are legally obligated to act in their clients’ best interests. They have no disclosures or disciplinary actions on their record.