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How does the advisor help clients – Key Takeaways:
VOISARD ASSET MANAGEMENT GROUP is a financial advisory firm that specializes in providing personalized wealth management services to its clients. With a team of experienced financial experts, they aim to help clients achieve their financial goals and secure their financial future.
Facts and Insights
The following table provides a snapshot of key facts and insights about VOISARD ASSET MANAGEMENT GROUP.
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 25 years |
Financial Services Offered
VOISARD ASSET MANAGEMENT GROUP offers a wide range of financial services to cater to the diverse needs of their clients. These include portfolio management, retirement planning, tax planning, estate planning, and investment management, among others.
Client Types
VOISARD ASSET MANAGEMENT GROUP serves a variety of clients, including high-net-worth individuals, families, and small businesses. Their services are designed to meet the unique financial needs and goals of each client, regardless of their size or complexity.
Fees & Compensation
VOISARD ASSET MANAGEMENT GROUP operates on a fee-only basis, meaning they do not receive compensation from third-party sources such as commissions. This ensures that their clients receive objective and unbiased financial advice without any conflicts of interest. The firm’s fee structure is transparent and is based on a percentage of the assets under management.
Background
VOISARD ASSET MANAGEMENT GROUP was founded in 1995 by John Voisard, a seasoned financial advisor with over three decades of experience in the industry. The firm is headquartered in New York City and has a team of highly qualified professionals who are dedicated to providing excellent financial advice and services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, VOISARD ASSET MANAGEMENT GROUP adheres to strict compliance and disclosure standards set by the Securities and Exchange Commission (SEC). It is essential for clients to review the firm’s Form ADV, which can be found on the SEC’s website, to understand their business practices, potential conflicts of interest, and fee structure.
In conclusion, VOISARD ASSET MANAGEMENT GROUP is a reputable financial advisory firm that offers a comprehensive range of services to help clients achieve their financial goals. With their experienced team and transparent fee structure, they are committed to providing personalized and unbiased advice to their diverse clientele. So, it is a reliable choice for individuals and businesses seeking professional financial guidance.