The Soul Rider LLC is a financial consulting firm that offers expert advice on managing and growing wealth. With a team of experienced advisors, they specialize in providing customized solutions for individuals and businesses to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial plans
- Offers guidance on investment options and portfolio management
- Assists with tax planning and wealth preservation strategies
- Gives regular updates and reviews on the progress of client’s financial plan
Facts and Insights
The Soul Rider LLC was founded in 2005 and is headquartered in New York City. They currently have 50 advisors and manage over $2 billion in assets for their clients. Their advisors have an average of 15 years of experience in the financial industry, ensuring a high level of expertise and knowledge.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 50 | $2 billion |
Financial Services Offered
The Soul Rider LLC provides a wide range of financial services, including:
- Investment Management
- Tax Planning
- Estate Planning
- Retirement Planning
- Insurance Planning
- Education Planning
Client Types
The firm caters to various types of clients, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- High net worth individuals
Fees & Compensation
The Soul Rider LLC charges a fee based on a percentage of the client’s assets under management. This ensures that the advisors have a vested interest in helping their clients achieve their financial goals. They also offer hourly consulting services and may receive commissions for certain products.
Background
The firm was founded by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. He leads a team of dedicated and knowledgeable advisors who work together to provide high-quality financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, The Soul Rider LLC is required to disclose certain information to its clients, including any potential conflicts of interest and fees and compensation structure. These disclosures can be found in their Form ADV, which is available upon request.