How does the advisor help clients – Key Takeaways:
WISDOM OAK FUND MANAGEMENT LLC provides financial services to their clients with the goal of helping them reach their financial goals and manage their wealth effectively. Their team of experienced advisors offer personalized solutions to each client based on their individual needs and risk tolerance. They also provide ongoing support and guidance for their clients to stay on track with their financial plans.
Facts and Insights
WISDOM OAK FUND MANAGEMENT LLC is a registered investment advisory firm that has been in business for over 15 years. They are headquartered in New York City and have offices in multiple states throughout the US. They have a team of highly trained and experienced advisors who specialize in various areas of financial management.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2018 | 2.5 | 15 |
| 2019 | 3.2 | 20 |
| 2020 | 4.1 | 25 |
Financial Services Offered
WISDOM OAK FUND MANAGEMENT LLC offers a comprehensive range of financial services to their clients, including but not limited to:
- Wealth management
- Investment management
- Tax planning
- Estate planning
- Retirement planning
Client Types
WISDOM OAK FUND MANAGEMENT LLC caters to a wide range of clients, including high-net-worth individuals, families, and business owners. They also work with various types of organizations, such as corporations, non-profits, and foundations.
Fees & Compensation
The fees and compensation for WISDOM OAK FUND MANAGEMENT LLC are based on a percentage of assets under management. Their fee structure is transparent and can be discussed with clients during the initial consultation. They do not receive any commissions or incentives for recommending specific investments, ensuring that their advice is always objective and in the best interest of the client.
Background
WISDOM OAK FUND MANAGEMENT LLC was founded by a team of financial experts who saw the need for personalized and holistic financial management services in the market. Their mission is to help their clients achieve financial success and stability, utilizing their years of experience and in-depth knowledge in the industry.
Financial Advisor Disclosures to Know
WISDOM OAK FUND MANAGEMENT LLC is a registered investment advisor and abides by all laws and regulations set by the Securities and Exchange Commission (SEC). They have a clean record with no disciplinary actions or sanctions filed against the firm or any of their advisors.