How does the advisor help clients – Key Takeaways:
UNCORRELATED ADVISORS LLC acts as a trusted financial expert for their clients by providing comprehensive and customized financial planning and investment management services. They do not push any specific products or solutions, but instead work to create a personalized plan that aligns with their clients’ goals and risk tolerance. Their focus on uncorrelated investments allows clients to mitigate risk and potentially achieve higher returns.
UNCORRELATED ADVISORS LLC prides itself on its transparency and high level of client communication. They believe in educating their clients so they can make informed decisions about their financial future. They also offer a range of online resources and tools to help clients stay informed and engaged in their financial planning process.
Facts and Insights
UNCORRELATED ADVISORS LLC was founded in 2005 and is headquartered in New York City. They have a team of experienced advisors who hold various certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Chartered Alternative Investment Analyst (CAIA®). The firm serves clients across the United States and has over $1 billion in assets under management.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 10 | 16 years |
Financial Services Offered
UNCORRELATED ADVISORS LLC offers a range of financial services, including:
- Comprehensive financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
Client Types
UNCORRELATED ADVISORS LLC primarily works with high net worth individuals, families, and institutions. They also have a focus on serving clients in the entertainment industry, including actors, athletes, and musicians.
Fees & Compensation
UNCORRELATED ADVISORS LLC charges a percentage of assets under management as their main form of compensation. They pride themselves on being fee-only, meaning they do not receive any commissions or third-party payments that could create conflicts of interest.
Background
UNCORRELATED ADVISORS LLC is registered with the Securities and Exchange Commission (SEC) as a Registered Investment Adviser (RIA). This means they have a fiduciary duty to act in their clients’ best interests at all times. They are also a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
Financial Advisor Disclosures to Know
UNCORRELATED ADVISORS LLC has a clean record with no disciplinary actions or sanctions on file. They are committed to maintaining a high standard of ethical and professional conduct.
Overall, UNCORRELATED ADVISORS LLC provides expert financial guidance and personalized solutions for their clients. With their focus on uncorrelated investments and commitment to transparency and client education, they are a valuable resource for individuals and institutions looking to secure their financial future.