How does the advisor help clients – Key Takeaways:
TOPEL & DISTASI WEALTH MANAGEMENT, LLC is a financial advisory firm that helps clients achieve their financial goals through personalized and comprehensive services. With a team of experienced and knowledgeable advisors, they provide clients with the necessary tools and strategies to build and manage their wealth effectively. Their services include investment management, financial planning, retirement planning, tax planning, and more.
Facts and Insights
Founded in 1996, TOPEL & DISTASI WEALTH MANAGEMENT, LLC has been in business for over 25 years. They have a team of 7 advisors and manage over $500 million in assets under management. Their clients include individuals, high-net-worth individuals, trusts, and estates.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 1996 | 7 | $500 million |
Financial Services Offered
TOPEL & DISTASI WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of their services include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types
TOPEL & DISTASI WEALTH MANAGEMENT, LLC caters to a diverse range of clients including:
- Individuals
- High-Net-Worth Individuals
- Trusts
- Estates
Fees & Compensation
TOPEL & DISTASI WEALTH MANAGEMENT, LLC charges fees based on a percentage of assets under management and hourly rates for financial planning services. Their fees are transparent and are fully disclosed to clients. They do not receive any commissions for recommending specific investments, ensuring that their advice is always in the best interest of their clients.
Background
TOPEL & DISTASI WEALTH MANAGEMENT, LLC was founded by financial experts Josh Topel and Tony DiStasi. With over 50 years of combined experience in the financial industry, they have the knowledge and expertise to guide clients towards financial success. They have a team of advisors and staff who are dedicated to providing top-notch service and support to their clients.
Financial Advisor Disclosures to Know
It is important for clients to know and understand the potential risks and conflicts of interest that may arise when working with a financial advisor. TOPEL & DISTASI WEALTH MANAGEMENT, LLC upholds transparency and disclosure, and they have no regulatory or disciplinary disclosures to report. They are committed to putting their clients’ best interests first and strive to build long-term relationships based on trust and integrity.