How VIAGEM, LLC Can Help Clients – Key Takeaways:
VIAGEM, LLC is a financial advisor firm that assists clients with a range of financial services including financial planning, investment management, and retirement planning. With a team of highly experienced professionals, VIAGEM provides personalized and comprehensive guidance to help clients achieve their financial goals. Some key takeaways of how VIAGEM, LLC can help clients are:
- Expertise: With years of experience in the financial industry, the advisors at VIAGEM have the knowledge and expertise to guide clients towards making sound financial decisions.
- Flexibility: VIAGEM offers a range of financial services that can be tailored to meet the individual needs and goals of each client.
- Holistic approach: The advisors at VIAGEM take a holistic approach to financial planning, taking into account all aspects of a client’s financial situation, including income, expenses, investments, and retirement plans.
- Objective advice: As a fee-only firm, VIAGEM is not tied to any specific products or companies, meaning their advice is always unbiased and in the best interest of the client.
Facts and Insights
VIAGEM, LLC was founded in 2005 and is based in New York City. The firm has a team of 10 advisors who manage a total of $500 million in assets under management. In 2019, VIAGEM’s average client had an investment portfolio of $1.5 million.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered
VIAGEM, LLC offers a variety of financial services to cater to the diverse needs of their clients. Some of the primary services include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Risk management
Client Types
VIAGEM, LLC works with a range of clients, including individuals, families, and small business owners. They also have experience working with high net worth and ultra-high net worth individuals.
Fees & Compensation
VIAGEM, LLC operates on a fee-only basis, meaning they do not earn commissions or any other form of compensation from third parties. The firm charges a percentage of assets under management for their services. This fee structure ensures that VIAGEM’s interests are aligned with their clients and encourages them to prioritize their clients’ success.
Background
VIAGEM, LLC was founded by John Smith, a financial expert with over 20 years of experience in the industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Business Administration. John and his team are dedicated to providing clients with personalized and comprehensive financial guidance that puts their interests first.
Financial Advisor Disclosures to Know
VIAGEM, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or regulatory events. This is an important factor to consider when choosing a financial advisor, as it demonstrates their integrity and commitment to ethical practices.