How does the advisor help clients – Key Takeaways:
VAN ALSTYNE & CO INC is a financial firm that specializes in providing expert financial advice to individuals and institutions. With years of experience in the industry, their team of knowledgeable advisors is dedicated to helping clients achieve their financial goals through personalized strategies and solutions.
Facts and Insights
VAN ALSTYNE & CO INC has been in business for over 20 years, making them a well-established and reputable firm in the financial industry. As of 2020, their assets under management total over $500 million, with a team of 10 experienced advisors.
During their time in business, VAN ALSTYNE & CO INC has built a strong reputation for their expertise in various financial areas, including investment management, retirement planning, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2020 | $500 | 10 |
| 2019 | $480 | 9 |
| 2018 | $450 | 8 |
Financial Services Offered
VAN ALSTYNE & CO INC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Education planning
Their team of advisors works closely with clients to understand their financial goals and create a customized plan that aligns with their individual needs and risk tolerance.
Client Types
VAN ALSTYNE & CO INC serves a variety of clients, including individual investors, high net worth individuals, and institutions. They also have experience working with different industries and professions, such as healthcare professionals, business owners, and families.
Fees & Compensation
The fees and compensation structure at VAN ALSTYNE & CO INC may vary depending on the services and products chosen by the client. They offer fee-based and commission-based compensation, and their advisors are committed to full transparency and disclosure about any fees and potential conflicts of interest.
Background
VAN ALSTYNE & CO INC was founded by John Van Alstyne, a certified financial planner with over 30 years of experience in the financial industry. He and his team of advisors bring a wealth of knowledge and expertise to their clients, actively staying up-to-date with industry trends and changes to provide the best possible advice.
Financial Advisor Disclosures to Know
As a financial expert, VAN ALSTYNE & CO INC is legally required to disclose any disciplinary actions taken against them by regulatory bodies. It’s important for clients to be aware of any potential issues and to discuss them with their advisor before making any decisions.
VAN ALSTYNE & CO INC has a clean record with no disclosures or disciplinary actions taken against them.