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How does the advisor help clients – Key Takeaways:
WEXFORD WEALTH ADVISORS LLC is a leading financial services firm that specializes in providing comprehensive wealth management and investment advisory services to its clients. With a team of experienced advisors and a commitment to personalized service, WEXFORD is dedicated to helping clients achieve their financial goals and secure their financial future.
Facts and Insights:
As of 2021, WEXFORD WEALTH ADVISORS LLC has over $2 billion in assets under management and a team of 10 highly skilled advisors. The firm has been in business for over 20 years, building a strong reputation for its expertise and dedication to client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2021 | $2 | 10 |
| 2020 | $1.8 | 9 |
| 2019 | $1.5 | 7 |
Financial Services Offered:
WEXFORD WEALTH ADVISORS LLC offers a wide range of financial services designed to meet the diverse needs of its clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types:
WEXFORD WEALTH ADVISORS LLC serves a variety of clients, including high net worth individuals, families, and small business owners. The firm takes a personalized approach to understanding each client’s unique financial situation and tailors its services to their specific needs and goals.
Fees & Compensation:
WEXFORD WEALTH ADVISORS LLC operates on a fee-based structure, meaning that the firm charges its clients a percentage of their assets under management as compensation. The exact fees are determined based on the client’s portfolio and financial needs, and are outlined in a transparent and easy-to-understand manner.
Background:
Founded in 1999, WEXFORD WEALTH ADVISORS LLC is a privately owned firm with offices in New York and California. The firm’s team of advisors brings a combined experience of over 100 years in the financial services industry, and many hold advanced degrees and professional certifications.
Financial Advisor Disclosures to Know:
As a registered investment advisor, WEXFORD WEALTH ADVISORS LLC is held to high ethical and legal standards. The firm has a fiduciary duty to act in the best interests of its clients and to disclose any potential conflicts of interest. Clients can trust that the firm is transparent and always working in their best interests.