About WATERSTREET ASSET MANAGEMENT LLC
WATERSTREET ASSET MANAGEMENT LLC is a financial management company that is dedicated to delivering exceptional service to its clients. With a team of experienced professionals, WATERSTREET ASSET MANAGEMENT LLC aims to provide customized financial solutions and strategies that help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
WATERSTREET ASSET MANAGEMENT LLC offers a wide range of services to help clients manage their finances effectively. Some key takeaways about the ways in which the advisor helps clients are:
- Provides personalized financial solutions and strategies
- Offers expert advice on investment planning and management
- Assists with portfolio diversification to minimize risk
- Helps clients make informed decisions about their finances
Facts and Insights
Some noteworthy facts and insights about WATERSTREET ASSET MANAGEMENT LLC include:
- Founded in 2005 with a mission to provide top-notch financial management services
- Currently manages assets worth over $500 million
- Employs a team of highly qualified and experienced financial experts
- Focused on building long-term relationships with clients based on trust and transparency
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
WATERSTREET ASSET MANAGEMENT LLC provides a wide range of financial services to cater to the diverse needs of its clients. Some of the key services offered by the company include:
- Investment Planning and Management
- Wealth Management
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
WATERSTREET ASSET MANAGEMENT LLC caters to a diverse range of clients including:
- Individuals
- High Net Worth Individuals
- Families
- Small Business Owners
- Corporations
Fees & Compensation
WATERSTREET ASSET MANAGEMENT LLC believes in complete transparency when it comes to fees and compensation. The company charges a management fee based on a percentage of the assets under management. The specific fee structure is discussed and agreed upon with each client before any services are rendered.
Background
The founding partners of WATERSTREET ASSET MANAGEMENT LLC bring a wealth of experience and knowledge to the table. With over 50 years of combined experience in financial management and advisory, the team is well-equipped to provide sound financial advice and strategies to clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, WATERSTREET ASSET MANAGEMENT LLC adheres to all the necessary regulations and laws set forth by the Securities and Exchange Commission (SEC). The company’s Form ADV, which contains important information about its business practices, fees, and potential conflicts of interest, is available for clients to review at any time.