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How does the advisor help clients – Key Takeaways:
Voorman Investment Counsel LLC is committed to providing expert financial advice and assisting clients in achieving their financial goals. Their approach is based on open communication and a deep understanding of each client’s unique needs.
- Voorman Investment Counsel LLC offers personalized financial solutions tailored to each individual client.
- Their experienced team provides proactive guidance and support to help clients navigate the ever-changing financial landscape.
- With a focus on long-term wealth creation, Voorman Investment Counsel LLC helps clients plan for retirement, education expenses, and other financial goals.
Facts and Insights:
Voorman Investment Counsel LLC has been in business since 1995 and is headquartered in New York City. The firm has a team of 8 advisors and manages over $800 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | Number of Advisors: | Time in Business: |
|---|---|---|
| $800 million | 8 | Since 1995 |
Financial Services Offered:
Voorman Investment Counsel LLC offers a wide range of financial services to assist clients in reaching their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Education funding
- Wealth transfer
Client Types:
Voorman Investment Counsel LLC serves a diverse range of clients including individuals, families, trusts, and foundations. They specialize in working with high net worth individuals and have experience in managing complex financial situations.
Fees & Compensation:
Voorman Investment Counsel LLC is a fee-based firm, which means they are compensated based on a percentage of assets under management. They do not receive commissions for recommending specific products or services, ensuring their interests are aligned with those of their clients.
Background:
Voorman Investment Counsel LLC was founded by John Voorman, an experienced financial advisor with over 30 years of industry experience. The firm prides itself on their team of knowledgeable and dedicated advisors who strive to provide exceptional service to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Voorman Investment Counsel LLC is held to a fiduciary standard. This means they are legally obligated to act in the best interests of their clients. In addition, the firm has a clean disciplinary record with no disclosures reported on their Form ADV.