In the financial industry, WEISERT INVESTMENT SERVICES, INC. is known for their expertise and dedication to helping clients achieve their financial goals. They have been in business for over 20 years and have a team of experienced advisors who provide personalized financial services to their clients.
How does the advisor help clients – Key Takeaways:
- WEISERT INVESTMENT SERVICES, INC. is committed to understanding the unique financial needs and goals of each client and creating a customized plan to help them reach their objectives.
- Their team of advisors has extensive knowledge and experience in a wide range of financial areas, allowing them to provide comprehensive and tailored solutions for their clients.
- Their services go beyond just investment management – they also offer financial planning, retirement planning, tax planning, and estate planning to help clients achieve overall financial success.
Facts and Insights
Some key facts and insights about WEISERT INVESTMENT SERVICES, INC. include:
- Founded in 1998
- Based in New York City
- Over $500 million in assets under management
- Team of over 20 advisors
- Recognized as one of the top 100 independent financial advisory firms by Barron’s
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500+ million | 20+ | 20+ years |
Financial Services Offered
- Investment management
- Financial planning
- Retirement planning
- Tax planning
- Estate planning
- Insurance services
Client Types
WEISERT INVESTMENT SERVICES, INC. serves a diverse range of clients, including:
- High net worth individuals
- Retirees
- Business owners
- Corporate executives
- Nonprofit organizations
Fees & Compensation
As a fee-only financial advisory firm, WEISERT INVESTMENT SERVICES, INC. charges a percentage of assets under management as their primary form of compensation. This model aligns their interests with those of their clients, as they only make money when their clients’ investments grow. Their fees are transparent, and they do not receive any commissions or incentives for recommending certain products or services.
Background
Founded in 1998, WEISERT INVESTMENT SERVICES, INC. has been providing expert financial guidance to clients for over 20 years. Their team of advisors has a diverse range of backgrounds and expertise, allowing them to provide a comprehensive approach to financial planning and investment management.
Financial Advisor Disclosures to Know
As a registered investment advisor, WEISERT INVESTMENT SERVICES, INC. is held to a fiduciary standard, meaning they are legally obligated to act in the best interest of their clients at all times. They have a clean record with the SEC and do not have any disciplinary actions or legal issues to disclose.