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How does the advisor help clients – Key Takeaways:
WHITESTONE CAPITAL MANAGEMENT LLC is a financial advisory firm that specializes in providing personalized investment strategies for their clients. They offer a wide range of financial services and cater to a diverse client base. Here are some key takeaways on how the advisor helps their clients:
- Creates customized investment plans based on individual financial goals and risk tolerance
- Utilizes a disciplined investment approach to build and manage portfolios
- Constantly monitors and adjusts portfolios to ensure alignment with client objectives
- Offers comprehensive financial planning services to help clients achieve their financial objectives
Facts and Insights
It is always important to research and gather information about a financial advisor before entrusting them with your money. Here are some key facts and insights about WHITESTONE CAPITAL MANAGEMENT LLC:
- Assets under management: $500 million (as of 2021)
- Number of advisors: 10+
- Time in business: Over 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets under management | Number of advisors | Time in business |
|---|---|---|
| $500 million | 10+ | Over 15 years |
Financial Services Offered
WHITESTONE CAPITAL MANAGEMENT LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services offered include:
- Investment management
- Financial planning
- Retirement planning
- Estate planning
- Tax planning and coordination
- Insurance planning and analysis
Client Types
WHITESTONE CAPITAL MANAGEMENT LLC serves a diverse client base, including:
- Individuals and families
- High net worth individuals
- Business owners and entrepreneurs
- Retirees
- Trusts and estates
- Foundations and endowments
Fees & Compensation
WHITESTONE CAPITAL MANAGEMENT LLC is a fee-only financial advisor, which means they do not receive any commissions or compensation from third-party products. Their fees are based on a percentage of assets under management and are transparent and fully disclosed to clients. They do not have any hidden fees or incentives for recommending certain products or investments.
Background
WHITESTONE CAPITAL MANAGEMENT LLC was founded over 15 years ago by a team of experienced financial professionals with a mission to provide personalized and objective financial advice to their clients. The firm is headquartered in New York City and has established a strong reputation for its disciplined investment approach and commitment to client service.
Financial Advisor Disclosures to Know
Before choosing a financial advisor, it is important to be aware of any disclosures or disciplinary actions they may have. WHITESTONE CAPITAL MANAGEMENT LLC has a clean record and has not faced any disciplinary actions by regulatory authorities. They also have a fiduciary duty to act in the best interests of their clients and always prioritize their clients’ needs above their own.