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How does the advisor help clients – Key Takeaways:
Waterfall Asset Management, LLC serves as a financial expert for its clients, providing customized solutions and expertise in managing their assets. Through their comprehensive financial services and experienced team of advisors, clients can rely on Waterfall Asset Management to help them achieve their financial goals and secure their financial future.
Facts and Insights
With over 10 years of experience in the financial industry, Waterfall Asset Management has established a strong reputation for its expertise and high-quality services. The company has managed to grow its assets under management to $2.5 billion and continues to expand its client base.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 15 | Over 10 years |
Financial Services Offered
Waterfall Asset Management offers a wide range of financial services to cater to the diverse needs of its clients. These include but are not limited to:
- Investment Management
- Wealth Planning
- Retirement Planning
- Estate Planning
- Risk Management
- Tax Planning
Client Types
Waterfall Asset Management caters to a variety of clients, including high net worth individuals, families, and small business owners. Their team of advisors has the expertise and experience to handle the unique needs and goals of each client, providing customized solutions to help them achieve financial success.
Fees & Compensation
Waterfall Asset Management operates as a fee-based advisor, meaning their compensation comes from the fees charged on the assets they manage for their clients. These fees are typically a percentage of the assets under management and are outlined in each client’s customized investment plan.
Background
Founded in 2008, Waterfall Asset Management is a privately held firm headquartered in New York City, with additional offices in London and Edinburgh. The team is led by a group of experienced financial professionals who have a wealth of knowledge and expertise in the industry.
Financial Advisor Disclosures to Know
It is essential for clients to have a clear understanding of the potential risks and conflicts of interest when working with a financial advisor. As a result, Waterfall Asset Management discloses all pertinent information about fees, services offered, and potential conflicts of interest in their Form ADV, which is available to clients and can be found on the Securities and Exchange Commission’s website.
Overall, Waterfall Asset Management, LLC serves as a trusted partner for their clients, providing personalized financial solutions and expert advice to help them achieve their financial goals. With their experienced team of advisors and range of financial services, clients can rest assured that their assets are in capable hands.