and tags.
How does the advisor help clients – Key Takeaways:
WEIL ENTERPRISES, INC. acts as a trusted financial advisor to help clients in managing their wealth and achieving their financial goals. With a team of experienced and knowledgeable professionals, the firm provides customized financial solutions and advice to individuals, families, and businesses.
Facts and Insights:
WEIL ENTERPRISES, INC. was founded in 2005 and has since then, established a reputable name in the financial industry. The firm is headquartered in New York and has additional offices in major cities across the United States. As of December 31, 2020, the firm managed assets worth approximately $2.5 billion for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 16 years |
Financial Services Offered:
WEIL ENTERPRISES, INC. offers a wide range of financial services to its clients, including investment management, retirement planning, tax planning, estate planning, and risk management. The firm follows a comprehensive approach to financial planning, taking into consideration each client’s unique financial situation and goals.
Client Types:
The firm caters to a diverse clientele, including high-net-worth individuals, families, and small businesses. With a focus on long-term relationships, WEIL ENTERPRISES, INC. tailors its services to meet the specific needs and goals of each client.
Fees & Compensation:
WEIL ENTERPRISES, INC. charges a percentage of assets under management as its fee, which is typically based on a sliding scale. The firm also offers hourly, project-based, and retainer fee arrangements for certain services. The firm places a strong emphasis on transparency and ensures that all fees and compensation structures are clearly communicated to clients.
Background:
WEIL ENTERPRISES, INC. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm’s advisors are licensed and operate under strict fiduciary standards, meaning they are legally obligated to act in their clients’ best interests at all times.
Financial Advisor Disclosures to Know:
As a registered investment advisor, WEIL ENTERPRISES, INC. is required to disclose any potential conflicts of interest and any past disciplinary actions taken against the firm or its advisors. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.
Overall, WEIL ENTERPRISES, INC. prides itself on its commitment to providing personalized, objective, and transparent financial advice to its clients. With a proven track record of success and a dedicated team of professionals, the firm continues to help individuals and businesses achieve their financial goals.